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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Walnut Creek | CA | 06/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131106|OrgNmn:Veloro Coastal LLC|Org Addr:Ponte Vedr,Florida,US|OBA Nature:LLC established for a rental p|Invst Rel:Y|Title:Partner|Duties:I am named on the LLC but will have minimal duties. We plan to use a property managment company so outside of arranging for routine maintaince|StrtDt:06-22-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
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