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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
7740 France Ave South, Edina, MN 55435-5847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Edina | MN | 07/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-2976|OrgNmn:Historic Housing Foundation|Org Addr:Minneapoli,Minnesota,US|OBA Nature:restoring a fraternity house|Invst Rel:N|Title:Director|Duties:organize fundraisers|StrtDt:04-05-12|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
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