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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Mequon | WI | 06/2018 | Present |
| Fidelity Investments | Mequon | WI | 02/2018 | 05/2018 |
| Unemployed | Wauwatosa | WI | 10/2017 | 02/2018 |
| United States Army | Madison | WI | 06/2015 | 09/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115151|OrgNmn:Fun-O-Leers|Org Addr:Milwaukee,Wisconsin,US|OBA Nature:fraternal social club with a c|Invst Rel:N|Title:Officer|Duties:nominated to be treasurer of club for calendar year 2025|StrtDt:01-12-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-25 |
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