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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 04/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9804|OrgNmn:Watson Referral Realty, Inc|Org Addr:Jacksonvil,Florida,US|OBA Nature:Real estate|Invst Rel:Y|Title:Real Estate Agent|Duties:Referrals to other agents|StrtDt:10-03-13|TotHrs/mon:1|TrdHrs/mon:0|OBA-126540|OrgNmn:ElevateWorks Painting|Org Addr:Jacksonvil,Florida,US|OBA Nature:Marketing Agency|Invst Rel:N|Title:Partner|Duties:This is a side project but does not require me to operate during normal business hours and will not impact my Fidelity job. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-01 |
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