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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Novi | MI | 11/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-17351|OrgNmn:YOUNG LIVING|Org Addr:Lehi,Utah,US|OBA Nature:Sell essential oil and natural|Invst Rel:N|Title:customer|Duties:I will not be partaking in selling of products. I just want to order products.|StrtDt:12-17-20|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-26 |
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