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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Colorado Springs, CO • United States
101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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. | Tampa | FL | 09/1998 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125422|OrgNmn:Woodmen Valley Chapel|Org Addr:Colorado S,Colorado,US|OBA Nature:Non denominational christian c|Invst Rel:N|Title:Elder|Duties:Board meetings 2nd Tuesday evening of every month and weekend services|StrtDt:03-01-26|TotHrs/mon:10|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-11 |
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