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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-18 |
| NV | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Las Vegas | NV | 03/2014 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Las Vegas | NV | 08/2018 | 07/2022 |
| Unemployed | Henderson | NV | 12/2017 | 07/2018 |
| Fidelity Investments | Henderson | NV | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-25 |
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