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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
American Fork, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | American Fork | UT | 04/2010 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-8203|OrgNmn:Alpine Wood Shoppe|Org Addr:American F,Utah,US|OBA Nature:Building and selling wooded cl|Invst Rel:N|Title:Owner|Duties:Build, market, and sell what I make.|StrtDt:08-01-17|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-14 |
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