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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 05/2000 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-11855|OrgNmn:Starview Retreat LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Owning and managing real estat|Invst Rel:Y|Title:Owner|Duties:General property maintenance, cleaning and guest issues|StrtDt:02-13-17|TotHrs/mon:4|TrdHrs/mon:0|OBA-11854|OrgNmn:Red Cliffs Retreat LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Owning rental property|Invst Rel:Y|Title:Owner|Duties:Manage guest question related to short term rental|StrtDt:04-14-16|TotHrs/mon:4|TrdHrs/mon:0|OBA-11835|OrgNmn:5505 Holladay, LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Owning and managing rental pro|Invst Rel:Y|Title:Owner|Duties:General property maintenance, rental applications, and tenant issues.|StrtDt:04-14-16|TotHrs/mon:6|TrdHrs/mon:0|OBA-13819|OrgNmn:Starview Ranches, LLC|Org Addr:Salt Lake ,Utah,US|OBA Nature:Real estate development|Invst Rel:Y|Title:Co-Owner|Duties:Administrative activities, accounting|StrtDt:09-30-19|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
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