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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
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 03/2014 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-4436|OrgNmn:AdvoCare International|Org Addr:Elizabeth,Colorado,US|OBA Nature:Independent distributor|Invst Rel:N|Title:Independent Distributor|Duties:Assist customers with health goals, provide product solutions for performance, energy and wellness.|StrtDt:04-18-12|TotHrs/mon:2|TrdHrs/mon:0|OBA-122735|OrgNmn:Pro Bono CFP Volunteer|Org Addr:Elizabeth,Colorado,US|OBA Nature:Volunteer|Invst Rel:Y|Title:Self - Volunteer|Duties:Using the CFP website to connect with the Foundation for Finacial Planning to provide Pro Bono mentorship for those in need.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-28 |
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