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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 01/2001 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124678|OrgNmn:Brookhaven Fields Homeowners Association|Org Addr:Washington,Utah,US|OBA Nature:They help make sure the CCRs a|Invst Rel:N|Title:Board Member|Duties:Board meetings, review requests to make changes with properties, present changes to neighborhood, make sure funds are used appropriately for t|StrtDt:11-01-25|TotHrs/mon:4|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-01 |
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