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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-15 |
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
3480 28Th Street Se, Grand Rapids, MI 49512-1602 • United States
Holland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 09/2015 | 01/2017 |
| Franklin Templeton Distributors, Inc. | St Petersburg | FL | 02/2017 | 12/2020 |
| Franklin Templeton Financial Services Corp. | St. Petersburg | FL | 02/2017 | 12/2020 |
| Fidelity Investments | Covington | KY | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-17 |
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