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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 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Los Angeles | CA | 08/1996 | Present |
| Strategic Advisors Inc | Washington | DC | 08/2001 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113735|OrgNmn:Heart Song Counseling|Org Addr:Arlington,Virginia,US|OBA Nature:Biblical Counseling|Invst Rel:N|Title:Fellow|Duties:My observation would be with Heart Song Counseling under the professional mentorship of Jeffrey Rickett, Director. As part of those 100 hours|StrtDt:10-17-24|TotHrs/mon:5|TrdHrs/mon:3|OBA-120938|OrgNmn:Redeemer Church of Arlington|Org Addr:Arlington,Virginia,US|OBA Nature:Church|Invst Rel:N|Title:Officer|Duties:Operations of Church and Pastoral Care for Members|StrtDt:07-22-25|TotHrs/mon:10|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-08 |
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