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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 | 2025-03-31 |
Branch Locations
Redwood City, CA • United States
1411 Chapin Avenue, Burlingame, CA 94010-4002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Westlake | TX | 06/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-13389|OrgNmn:Multiple Rental Properties|Org Addr:Fort Worth,Texas,US|OBA Nature:Purchasing real estate for ren|Invst Rel:Y|Title:n/a|Duties:Administrative work, book keeping and real estate research.|StrtDt:11-19-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-16265|OrgNmn:Myself - Stringing Tennis Racquets|Org Addr:Redwood Ci,California,US|OBA Nature:Tennis racquet maintenance|Invst Rel:N|Title:Owner|Duties:Stringing tennis racquets|StrtDt:08-28-20|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-16 |
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