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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
216 Summit Blvd Suite 218, Birmingham, AL 35243-3507 • United States
Hoover, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Birmingham | AL | 02/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-13187|OrgNmn:oes not have a name yet. Will open an LLC to hold vac|Org Addr:Hoover,Alabama,US|OBA Nature:purchase a mountain cabin and |Invst Rel:Y|Title:I will be president, treasurer, s|Duties:Nothing really other than own the cabin. Work with local rental agencies to outsource that actvity|StrtDt:07-23-19|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-08 |
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