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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States
1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 07/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9745|OrgNmn:Liberty Log Lodging|Org Addr:Columbus,Ohio,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Property Owner|Duties:My wife is handling all affairs and this is her full time job|StrtDt:05-31-16|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-14 |
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