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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
Fort Lauderdale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Wellington | FL | 12/2007 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9774|OrgNmn:Rental Properties|Org Addr:Davie,Florida,US|OBA Nature:2 Rental apartments|Invst Rel:Y|Title:Owner|Duties:Maintenance of property|StrtDt:10-05-10|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-01 |
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