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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 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. | Jacksonville | FL | 04/2017 | Present |
| Delray Downtowner | Delray Beach | FL | 04/2013 | 03/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111831|OrgNmn:Raskob Foundation for Catholic Activities|Org Addr:Wilmington,Delaware,US|OBA Nature:Charitable Foundation|Invst Rel:Y|Title:Officer|Duties:I am the 1st assistant treasurer. I overlook the foundation's budget and meet with the foundation's OCIO Orion Capital to overlook the foundat|StrtDt:07-17-26|TotHrs/mon:2|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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