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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 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
343 S Teller St, Lakewood, CO 80226-7387 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 12/2003 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66930|OrgNmn:Tapping with Sarah|Org Addr:Holladay ,Utah,US|OBA Nature:Coaching with prospective clie|Invst Rel:N|Title:Sole Proprietor|Duties:Meet and coach with inidviduals in self development areas they are interested in and teach them about tapping or emotional freedom technique t|StrtDt:03-07-22|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-08 |
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