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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-07 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 04/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125858|OrgNmn:Pi Kappa Alpha Foundation|Org Addr:Memphis,Tennessee,US|OBA Nature:Education and Leadership|Invst Rel:Y|Title:Investment Committee Member|Duties:I would be a committee member on a 7 person committee. In this role I would not have any access to money or the authority to invest any money.|StrtDt:12-19-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-121675|OrgNmn:Choice Humanitarian|Org Addr:Draper,Utah,US|OBA Nature:Non-Profit Organization that d|Invst Rel:N|Title:Certified Expedition Leader|Duties:Lead Expeditions to other countries to provide service|StrtDt:10-01-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-18 |
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