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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
| AZ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 05/2011 | 01/2022 |
| Truly Boss, Llc | Tempe | AZ | 07/2020 | 02/2022 |
| Fidelity Investments | Covington | KY | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66794|OrgNmn:Truly Boss LLC|Org Addr:Tempe,Arizona,US|OBA Nature:Creation of mobile apps|Invst Rel:N|Title:Partner|Duties:Accounting, Joint Business partner|StrtDt:07-08-20|TotHrs/mon:5|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-31 |
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