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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Chandler | AZ | 09/2001 | Present |
| Strategic Advisors Inc | Chandler | AZ | 07/2004 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Chandler | AZ | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-07 |
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