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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
279 West South Temple, Salt Lake City, UT 84101-1333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Alpharetta | GA | 06/2009 | 11/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2009 | 11/2016 |
| E*Trade Securities Llc | Washington | DC | 09/2017 | 11/2017 |
| E*Trade Capital Management Llc | Washington | DE | 09/2017 | 11/2017 |
| Unemployed | Roswell | GA | 11/2016 | 09/2017 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 11/2017 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-14 |
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