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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Boca Raton | FL | 05/2014 | 07/2020 |
| Fidelity Investments | Cranberry Township | PA | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63268|OrgNmn:HOA President|Org Addr:Plymouth,Massachuse,US|OBA Nature:Home Owners' Association|Invst Rel:Y|Title:HOA President|Duties:manage property|StrtDt:11-23-21|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-16 |
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