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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 05/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-105680|OrgNmn:The Putaway Board of Directors|Org Addr:Millersvil,Maryland,US|OBA Nature:pickleball facility|Invst Rel:N|Title:Board of Directors, The PutAway|Duties:team building, large expenditures approval|StrtDt:02-01-24|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-29 |
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