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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Huntersville, NC • United States
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Tysons Corner | VA | 11/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114378|OrgNmn:610C LLC|Org Addr:Columbia,South Caro,US|OBA Nature:Building Duplex|Invst Rel:Y|Title:LLC Member|Duties:Silent Partner/Investor|StrtDt:03-03-26|TotHrs/mon:1|TrdHrs/mon:0|OBA-121024|OrgNmn:Preston St. LLC|Org Addr:Columbia,South Caro,US|OBA Nature:Purchase of raw lot for the pu|Invst Rel:Y|Title:Co-Owner/Co- developer|Duties:Silent partner/ Passive Investor|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-9810|OrgNmn:Covered Bridge Capital LLC|Org Addr:Charlotte,North Caro,US|OBA Nature:The acquisition of residential|Invst Rel:Y|Title:Owner/ Operator|Duties:I will locate and purchase the rental properties|StrtDt:12-28-17|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
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