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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-18 |
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3018 Peoples Street Suite 108, Johnson City, TN 37604-4148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 10/1993 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121887|OrgNmn:hurch of Jesus Christ of Latter Day Saints: Bishop's |Org Addr:Johnson Ci,Tennessee,US|OBA Nature:Local Unit/Congregation of the|Invst Rel:N|Title:Bishopric 1st Counselor |Duties:Purely spirtual/ecclesiastical assignment. Supporting local church leadership/administrative needs , counseling members and youth spiritual d|StrtDt:10-01-23|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-16 |
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