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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Atlanta | GA | 11/2006 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125928|OrgNmn:Johnson Short Term Rental |Org Addr:Hilton Hea,South Caro,US|OBA Nature:Short Term Rental House |Invst Rel:Y|Title:Owner|Duties:Communication with Property Manager |StrtDt:03-01-26|TotHrs/mon:5|TrdHrs/mon:0|OBA-17242|OrgNmn:Scout and Cellar|Org Addr:Farmers Br,Texas,US|OBA Nature:Sell Clean Crafted Wine|Invst Rel:N|Title:Consultant|Duties:sell wine|StrtDt:12-09-20|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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