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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 |
Branch Locations
Fort Lauderdale, FL • United States
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Ft. Lauderdale | FL | 06/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127186|OrgNmn:Bona Fortuna Ventures, LLC|Org Addr:Fort Laude,Florida,US|OBA Nature:Bona Fortuna Venturas is focus|Invst Rel:N|Title:Founder|Duties:Recipe creation|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-30 |
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