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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 09/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-11762|OrgNmn:Head Over Easel Studio|Org Addr:Centennial,Colorado,US|OBA Nature:Creating and selling fine art.|Invst Rel:N|Title:General Partner|Duties:I will help me wife maintain her at-home art studio and Web site to sell/ship her artwork.|StrtDt:10-04-18|TotHrs/mon:10|TrdHrs/mon:0|OBA-16030|OrgNmn:A Place for Rover, Inc.|Org Addr:Olympia,Washington,US|OBA Nature:Pet Sitting/Walking/Boarding|Invst Rel:N|Title:Sitter|Duties:If approved, my wife and I will watch small dogs and cats at our own house when available.|StrtDt:08-03-20|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-07 |
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