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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-03-31 |
| CO | RA | APPROVED | 2025-03-31 |
| ID | RA | APPROVED | 2025-03-31 |
| MT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 08/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-10126|OrgNmn:Forest Home Construction LLC|Org Addr:West Bount,Utah,US|OBA Nature:Real Estate Construction|Invst Rel:Y|Title:Partner|Duties:Oversight and general labor|StrtDt:07-02-18|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-08 |
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