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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
350 5Th Avenue South Ste 202, Naples, FL 34102-6576 • United States
5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Naples | FL | 08/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9520|OrgNmn:Rhone Enterprises LLC|Org Addr:Fort Myers,Florida,US|OBA Nature:Book keeping for mother and br|Invst Rel:N|Title:Rhone Enterprises LLC|Duties:Maintain small entertainment company. Provide bookkeeping via quick books for my mother and brother.|StrtDt:11-23-16|TotHrs/mon:5|TrdHrs/mon:0|OBA-6132|OrgNmn:Rhone Enterprises LLC|Org Addr:Fort Myers,Florida,US|OBA Nature:Entity is still active but cur|Invst Rel:N|Title:Sole Managing Member|Duties:Nothing at the moment|StrtDt:01-01-07|TotHrs/mon:4|TrdHrs/mon:0|OBA-65404|OrgNmn:Bedman Creek Ranch |Org Addr:Alva,Florida,US|OBA Nature:Beef Cattle . aprox 112 Acres |Invst Rel:Y|Title:Partner|Duties:Weekend ranch work. No business disruption |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-11 |
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