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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 01/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124964|OrgNmn:White Wolf Lodge LLC|Org Addr:Park City,Utah,US|OBA Nature:Short Term Rental Properties |Invst Rel:Y|Title:Member|Duties:N/A - managed by a property manager we hired|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-94090|OrgNmn:7410 W Archer Ave LLC|Org Addr:Summit,Illinois,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Trustee|Duties:Property Management|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-94089|OrgNmn:1908 W 48th St LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Trustee|Duties:Property manager|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-17 |
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