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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 04/2015 | 06/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Scottsdale | AZ | 07/2018 | 05/2021 |
| Fidelity Investments | Covington | KY | 06/2021 | 10/2021 |
| Fidelity Investments | Covington | KY | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125879|OrgNmn:he Gasser Revocable Living Trust, The Gasser Revocabl|Org Addr:Cincinnati,Ohio,US|OBA Nature:Successor Trustee (now active)|Invst Rel:Y|Title:Trustee|Duties:Trustee for family Trusts after incapacitation of current trustee|StrtDt:12-11-25|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-28 |
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