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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-16 |
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Broomfield, CO • United States
1801 Wewatta St. Suite 100 And 925, Denver, CO 80202-6319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Naples | FL | 06/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-89097|OrgNmn:KB Squared LLC|Org Addr:Denver,Colorado,US|OBA Nature:Real estate holding company|Invst Rel:Y|Title:Managing member|Duties:Annual filing with the state|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-98383|OrgNmn:Family Jewels Trust of XK2 LLC|Org Addr:Naples,Florida,US|OBA Nature:Entity for real estate holding|Invst Rel:Y|Title:Managing member|Duties:Working with real estate agent and property management company to find / manage annual tenants.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2011-12-05 |
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