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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 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
Germantown, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Brookfield | WI | 04/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104689|OrgNmn:Independent Contractor - Youth Basketball Official|Org Addr:Germantown,Wisconsin,US|OBA Nature:Youth & High School Basketball|Invst Rel:N|Title:Independent Contractor|Duties:schedule is self selected. officiate youth basketball, grades 2-12. games are Saturday and Sunday|StrtDt:12-17-23|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-02 |
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