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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
Taylorsville, UT • United States
Taylorsville, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Service Llc | American Fork | UT | 12/2014 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-26 |
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