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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Bountiful, UT • 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 | Salt Lake City | UT | 11/2005 | Present |
| Fidelity Brokerage Services Llc | Smithfield | RI | 01/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-10967|OrgNmn:Various/Freelance|Org Addr:Salt Lake ,Utah,US|OBA Nature:Comedy club, bars|Invst Rel:N|Title:stand-up comedian|Duties:Perform stand-up comedy|StrtDt:10-20-18|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
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