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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| DC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
11957 Democracy Drive, Reston, VA 20190-5662 • United States
Broadlands, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | San Francisco | CA | 06/1993 | Present |
| Fidelity Personal Trust Company, Fsb | San Francisco | CA | 06/1993 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131107|OrgNmn:Rooted Soul Yoga|Org Addr:Ashburn,Virginia,US|OBA Nature:Yoga studio|Invst Rel:N|Title:Partner|Duties:listed as co owner on LLC for ownership. my wife is running the business|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
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