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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tampa | FL | 04/2000 | Present |
| Strategic Advisers | Tampa | FL | 08/2002 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-5715|OrgNmn:Whatsitworth|Org Addr:Delaware,Delaware,US|OBA Nature:Valuation|Invst Rel:N|Title:investor|Duties:none|StrtDt:07-29-15|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-9702|OrgNmn:Scalimotos LLC (Rental Property)|Org Addr:Chicago,Illinois,US|OBA Nature:Rental Real Estate|Invst Rel:Y|Title:Owner|Duties:Rental property owner|StrtDt:07-02-02|TotHrs/mon:4|TrdHrs/mon:0|OBA-104694|OrgNmn:Loren S Gough|Org Addr:Fairfield,Connecticu,US|OBA Nature:Vintage car/truck rental|Invst Rel:N|Title:I'm just a classic car owner|Duties:Do not impact my role and primary WEPA responsibilities |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-25 |
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