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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Phoenix | AZ | 09/2005 | 10/2021 |
| Wells Fargo Advisors Llc | Phoenix | AZ | 10/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Phoenix | AZ | 11/2016 | 12/2019 |
| Fidelity Investments | Salt Lake City | UT | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63886|OrgNmn:8522 W Port Au Prince LLC|Org Addr:Chandler,Arizona,US|OBA Nature:Property Management for a rent|Invst Rel:Y|Title:Sole Proprietor|Duties:Property management|StrtDt:10-01-09|TotHrs/mon:1|TrdHrs/mon:0|OBA-63883|OrgNmn:Maestro Enterprises LLC|Org Addr:Chandler,Arizona,US|OBA Nature:Adult soccer business, involve|Invst Rel:N|Title:Sole Proprietor|Duties:Owner, book keeping, soccer events, collection of fees, event planning|StrtDt:10-21-15|TotHrs/mon:20|TrdHrs/mon:0|OBA-108313|OrgNmn:3527 Country Gables LLC|Org Addr:Chandler,Arizona,US|OBA Nature:Residential real estate rental|Invst Rel:Y|Title:Sole Proprietor|Duties:Collecting rent and property management|StrtDt:03-06-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-108311|OrgNmn:Bet 10 Court LLC|Org Addr:Chandler,Arizona,US|OBA Nature:Residential Rental Properties |Invst Rel:Y|Title:Sole Proprietor|Duties:Property Management and maintenance|StrtDt:03-06-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-108314|OrgNmn:1321 Boxelder Ct LLC|Org Addr:Chandler,Arizona,US|OBA Nature:Residential Rental Property |Invst Rel:Y|Title:Sole Proprietor|Duties:Property managment and maintenance|StrtDt:03-06-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-06 |
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