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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 12/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-100629|OrgNmn:R & H Enterprises|Org Addr:Campton,Kentucky,US|OBA Nature:I own a cabin that i rent out |Invst Rel:Y|Title:Partner|Duties:I am a joint owner on the property. I am responsible for dispersing the rents when accumulated to make sure all bills are paid on time. |StrtDt:03-04-22|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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