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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2277 Fair Oaks Blvd Stes 150, 155, Sacramento, CA 95825-5598 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Sacramento | CA | 10/1997 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9695|OrgNmn:Property Invesments|Org Addr:Sacramento,California,US|OBA Nature:Investing in Real Estate|Invst Rel:Y|Title:Property Owner|Duties:Buying homes in foreclosure, and remodeling to sell. I have a few I kept as rentals.|StrtDt:10-09-15|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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