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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
Saint Augustine, FL • United States
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 Investments | American Fork | UT | 12/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-122784|OrgNmn:Pineapple Ride and Tour |Org Addr:St Augusti,Florida,US|OBA Nature:History Tours|Invst Rel:N|Title:Employee|Duties:History Tour Guide while driving customers around the city of St. Augustine, FL|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-122785|OrgNmn:Discover St Augustine Tours|Org Addr:St Augusti,Florida,US|OBA Nature:Walking Tour guide business|Invst Rel:N|Title:Sole Proprietor|Duties:Creator and owner of Discover St Augustine Tours|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-11 |
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