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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-03-31 |
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Cincinnati | OH | 12/2005 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115834|OrgNmn:Vineyard Westside Church|Org Addr:Cheviot,Ohio,US|OBA Nature:Church and Food Pantry|Invst Rel:N|Title:Finance Director|Duties:Acting as Finance Director for the church, documenting income and expenses, paying bills. Bookkeeping|StrtDt:01-31-25|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-31 |
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