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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Inc. | Plainsboro | NJ | 05/2008 | 03/2017 |
| Fidelity Brokerage Services Llc | Tampa | FL | 12/2019 | Present |
| Blackrock Investments, Inc. | London | 04/2017 | 11/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-29 |
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