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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Crosby Pkwy, Covington, KY 41015-4325 • United States
100 New Millennium Way, Durham, NC 27709-8204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Durham | NC | 05/2016 | 04/2018 |
| Fidelity Investments | Durham | NC | 04/2018 | 01/2019 |
| Fidelity Brokerage Services Llc | Durham | NC | 01/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123368|OrgNmn:JPTA Holding LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Family Wealth Management|Invst Rel:Y|Title:Officer|Duties:Daily business management|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-13928|OrgNmn:City Of Raleigh Parks and Rec|Org Addr:Raleigh,North Caro,US|OBA Nature:Recreational activities for yo|Invst Rel:N|Title:Cheer Coach|Duties:Coach ages 7-15 in common cheer stands and routines|StrtDt:11-01-19|TotHrs/mon:16|TrdHrs/mon:0|OBA-118262|OrgNmn:Inteletravel|Org Addr:Delray Bea,Florida,US|OBA Nature:Travel Agency|Invst Rel:N|Title:Employee|Duties:Connect consumers with travel opportunities.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-26 |
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