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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
8235 Greenway Blvd, Middleton, WI 53562-3581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Greenwood Village | CO | 02/2015 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2020 |
| 22Nd Century Solutions, Inc. | Madison | WI | 02/2020 | 07/2020 |
| Department Of Employee Trust Funds | Madison | WI | 07/2020 | 05/2021 |
| Fidelity Investments | Middleton | WI | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-06 |
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