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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Lone Tree | CO | 09/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-126519|OrgNmn:Coastward Supply Co, LLC|Org Addr:Parker,Colorado,US|OBA Nature:Apparel design |Invst Rel:N|Title:Owner |Duties:Owner and designer of apparel brand|StrtDt:02-26-26|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-16 |
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