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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Vero Beach, FL • United States
Vero Beach, FL • United States
821 Beachland Blvd, Vero Beach, FL 32963-1606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9787|OrgNmn:Acala Ventures|Org Addr:Trophy Clu,Texas,US|OBA Nature:Spec home build and rental own|Invst Rel:Y|Title:Owner|Duties:Find property, hire contractor and property manager to oversee building and rentals.|StrtDt:04-14-17|TotHrs/mon:60|TrdHrs/mon:0|OBA-5823|OrgNmn:Grandview Manor Care Center|Org Addr:Franklin,North Caro,US|OBA Nature:Assisted Living Facility for s|Invst Rel:N|Title:Board of Directors|Duties:Occasional meetings and general review of business operations.|StrtDt:07-01-15|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-03 |
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