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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Blue Ash | KY | 05/2007 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-10536|OrgNmn:Whalen Farm LLC|Org Addr:Cynthiana,Kentucky,US|OBA Nature:Farming|Invst Rel:Y|Title:Owner|Duties:Oversight and administration|StrtDt:08-13-18|TotHrs/mon:5|TrdHrs/mon:0|OBA-10537|OrgNmn:Whalen Farm, LLC|Org Addr:Cynthiana,Kentucky,US|OBA Nature:Holding land/farming|Invst Rel:Y|Title:Owner|Duties:Oversee the property and the tenant farmer who does the actual farming.|StrtDt:07-31-18|TotHrs/mon:5|TrdHrs/mon:0|OBA-4858|OrgNmn:River City Barbell LLC|Org Addr:Florence,Kentucky,US|OBA Nature:Private Fitness facility|Invst Rel:N|Title:Co-owner|Duties:Administration, oversight|StrtDt:09-27-14|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-24 |
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