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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Queen Creek, AZ • United States
7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Denver | CO | 08/2003 | 04/2021 |
| Wells Fargo Advisors Llc | Denver | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Denver | CO | 11/2016 | 04/2021 |
| Fidelity Investments | Greenwood Village | CO | 04/2021 | 07/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 07/2025 | Present |
| Strategic Advisers Llc | Scottsdale | AZ | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
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