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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-18 |
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Marlborugh | MA | 11/2004 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128577|OrgNmn:Closing Tracks|Org Addr:Jacksonvil,Florida,US|OBA Nature:A small creative marketing ser|Invst Rel:N|Title:Sole Proprietor|Duties:Owner operator for creating content and fulfilling client orders|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-09 |
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