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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 | 2025-03-31 |
Branch Locations
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Denver | CO | 02/2014 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127494|OrgNmn:Pinery Country Club Mens Golf Association|Org Addr:Parker,Colorado,US|OBA Nature:We keep mens golf tournament s|Invst Rel:N|Title:Pinery MGA Secretary|Duties:One 1 hour Meeting once a quarter in the evening|StrtDt:03-13-26|TotHrs/mon:0.2|TrdHrs/mon:0|OBA-59351|OrgNmn:4 Peaks Ltd.|Org Addr:Parker,Colorado,US|OBA Nature:LLC with Brother that will own|Invst Rel:N|Title:Partner|Duties:Simply the purchase of the land. We will likely lease the farm ground to area farmers.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
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