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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-104011|OrgNmn:ALEDO PEDIATRIC DENTISTRY|Org Addr:ALEDO ,Texas,US|OBA Nature:DENTAL OFFICE |Invst Rel:N|Title:CONSULTANT|Duties:CONSULTING/zero compensationthis is my wifes dental practice P&L statments etc|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-58771|OrgNmn:HYPERION, LLC|Org Addr:FORT WORTH,Texas,US|OBA Nature:REAL ESTATE INVESTING |Invst Rel:Y|Title:PARTNER|Duties:NEGOTIATING, PURCHASING, MAINTAINING, PROPERTIES |StrtDt:04-07-21|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-12 |
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