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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
Aurora, CO • United States
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Englewood | CO | 03/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-112270|OrgNmn:AHK Investments|Org Addr:N/A,Colorado,US|OBA Nature:I will have a Fidelity LLC bro|Invst Rel:Y|Title:Manager|Duties:Manager|StrtDt:07-02-25|TotHrs/mon:5|TrdHrs/mon:5|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-17 |
| S65 | Uniform Investment Adviser Law Examination | 2008-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-07 |
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