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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-02 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
Cottonwood Heights, UT • United States
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 11/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-22 |
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