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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
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Eagle Mountain, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 09/2005 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-3262|OrgNmn:Scow Fishing LLC|Org Addr:Kenai,Alaska,US|OBA Nature:Commercial Fishing|Invst Rel:N|Title:Independent Contractor|Duties:Commercial fishing. I may also be compensated for selling salmon directly to customers.|StrtDt:09-10-12|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-04 |
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