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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2120 University Ave, Berkeley, CA 94704-1026 • United States
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
Pleasant Hill, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Berkeley | CA | 07/2016 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-14390|OrgNmn:Ashley Snarr [Individual]|Org Addr:Pleasant H,California,US|OBA Nature:Purchase of 2nd property, whic|Invst Rel:Y|Title:Part owner|Duties:Part owner, minimal property management responsibilities to maintain rental portion of property|StrtDt:02-01-20|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-03 |
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