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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Cincinnati, OH • United States
100 Crosby Pkwy, Covington, KY 41015-4325 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Blue Ash | OH | 09/2004 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-5632|OrgNmn:Melaleuca, Inc|Org Addr:Idaho Fall,Idaho,US|OBA Nature:"wellness comp" healthy grocer|Invst Rel:N|Title:Independent Marketing Executive|Duties:Talking to friends and family about the company and their products and referring them to the website|StrtDt:06-17-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-1197|OrgNmn:Vivre Vie, LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Jewelry Making and selling.|Invst Rel:N|Title:Owner/Designer|Duties:Making and selling jewelry, may eventually include decorative items and include other artists.|StrtDt:07-15-09|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-29 |
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