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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| WA | RA | APPROVED | 2025-03-31 |
Branch Locations
655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • United States
Vancouver, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tigard | OR | 08/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2006-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-28 |
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