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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States
2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States
Mission Viejo, CA • United States
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 | Brea | CA | 07/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9716|OrgNmn:Property Rental|Org Addr:Covina,California,US|OBA Nature:Renting a single family home t|Invst Rel:Y|Title:Property Owner|Duties:Property maintenance|StrtDt:01-01-16|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-11 |
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