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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Roseville | CA | 01/2014 | 02/2017 |
| Bancwest Investment Services | Roseville | CA | 02/2017 | 09/2017 |
| Bank Of The West | Roseville | CA | 02/2017 | 09/2017 |
| Bbva Securities Inc | Sacramento | CA | 10/2017 | 03/2018 |
| Compass Bank | Birmingham | AL | 09/2017 | 03/2018 |
| Bancwest Investment Services | Roseville | CA | 02/2017 | 09/2017 |
| Fidelity Investments | Roseville | CA | 01/2014 | 02/2017 |
| Bbva Wealth Solutions Inc. | Sacramento | CA | 11/2017 | 03/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 11/2017 | 03/2018 |
| Fidelity Brokerage Services Llc | Roseville | CA | 03/2018 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-10 |
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