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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
Ponte Vedra, FL • United States
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Washington | DC | 02/2004 | 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 | 2004-06-28 |
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