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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-09 |
Branch Locations
Simpsonville, SC • United States
210 South Main St, Greenville, SC 29601-2832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Service Llc | Jacksonville | FL | 10/2010 | 08/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2022 |
| Charles Schwab & Co., Inc. | Simpsonville | SC | 09/2022 | 04/2023 |
| Fidelity Investments | Greensboro | NC | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-13 |
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