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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Centerville, OH • United States
4389 Walnut St., Beavercreek, OH 45440-1491 • United States
70 Birch Alley Suite 240, Beavercreek, OH 45440-1477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | OH | 07/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-120473|OrgNmn:CFA SOCIETY DAYTON|Org Addr:Dayton,Ohio,US|OBA Nature:Our society is an association |Invst Rel:N|Title:Society Board Secretary |Duties:Schedule, arrange, and participate in board meeting--- Take and distribute minutes to the board-Assist in finding meeting and event venues and|StrtDt:07-01-25|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 | 2013-10-25 |
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