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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Minnetrista, MN • United States
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Dallas | TX | 09/1995 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-2787|OrgNmn:Davis Family Limited Partnership|Org Addr:Minnetrist,Minnesota,US|OBA Nature:Family limited partnership for|Invst Rel:Y|Title:Partner (family member)|Duties:My father is the general partner, so I have no duties other than ownership.|StrtDt:01-05-12|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-08 |
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