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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Crested Butte, CO • United States
9185 East Westview Road, Lone Tree, CO 80124-5134 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2007 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
OBA-120861|OrgNmn:Pristine Point HOA |Org Addr:Crested Bu,Colorado,US|OBA Nature:HOA |Invst Rel:N|Title:Secretary |Duties:Join HOA meetings |StrtDt:07-22-24|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-24 |
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