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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
St. Petersburg, FL • United States
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • 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 | Tampa | FL | 11/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131105|OrgNmn:MONTAUK CEDAR AND SALT HOMES LLC|Org Addr:St. Peters,Florida,US|OBA Nature:Building spec homes and sellin|Invst Rel:Y|Title:Employee|Duties: This is my wifes company. I plan to help her as a consultant as she is looking to buy new property, look through her books and records, and d|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-13 |
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