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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-06-30 |
Branch Locations
255 Bear Hill Rd, Waltham, MA 02451 • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Marlborough | MA | 01/2008 | 12/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2021 |
| Gwfs Equities Inc | Waltham | MA | 06/2022 | Present |
| Fidelity Investments | Merrimack | NH | 01/2022 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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