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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 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2005 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-1209|OrgNmn:Real Estate Property|Org Addr:Eagle Moun,Utah,US|OBA Nature:REAL ESTATE|Invst Rel:N|Title:Owner/ partner|Duties:Property management, buying selling leasing renting and holding properties|StrtDt:12-01-07|TotHrs/mon:1|TrdHrs/mon:0|OBA-66907|OrgNmn:Caleb Richardson|Org Addr:Eagle Moun,Utah,US|OBA Nature:Buy, sell, rent, produce, buil|Invst Rel:N|Title:owner, but some compensation may |Duties:Buy, sell, rent, produce, build, equipment, animals, produce, provide related educational and experience videos via social networks outside o|StrtDt:03-07-22|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-01 |
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