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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 10/2014 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-131641|OrgNmn:South Shaw Grove |Org Addr:Poway,California,US|OBA Nature:Selling digital and physical p|Invst Rel:N|Title:Sole Proprietor|Duties:Sole owner and creator of digital templates sold on Etsy and marketed on Pinterest and Instagram |StrtDt:07-28-26|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
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