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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
210 South Main St, Greenville, SC 29601-2832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Charlotte | NC | 05/2014 | 08/2019 |
| Fidelity Brokerage Services Llc | Charlotte | NC | 08/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66427|OrgNmn:GPM 118, LLC|Org Addr:Virginia B,Virginia,US|OBA Nature:Rental Property holding LLC|Invst Rel:Y|Title:owner|Duties:Pay bills, property manager in place|StrtDt:05-01-22|TotHrs/mon:1|TrdHrs/mon:0|OBA-15745|OrgNmn:Quantum Speed Works, LLC|Org Addr:Alton,Virginia,US|OBA Nature:maintenance of automobiles|Invst Rel:N|Title:Member|Duties:Limited, i was initially involved in business design and funding|StrtDt:06-01-18|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-21 |
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