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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 09/2020 | Present |
| Hilton Hotels | Atlanta | GA | 12/2006 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124214|OrgNmn:Scenic Mountain HOA|Org Addr:Eagle Moun,Utah,US|OBA Nature:HOA Board Member|Invst Rel:N|Title:Officer|Duties:Member of 5 Member HOA Board. I am responsible for helping maintain the community, enforce violations, and assist with the budget and finances|StrtDt:10-01-25|TotHrs/mon:40|TrdHrs/mon:5|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-17 |
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