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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-03 |
| IN | RA | APPROVED | 2026-07-31 |
| KY | RA | APPROVED | 2026-07-31 |
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
100 Magellan Way, Covington, KY 41015-1987 • United States
Galena, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Cincinnati | OH | 07/2001 | 11/2023 |
| Fidelity Brokerage Services Llc | Marlborough | MA | 01/2008 | 11/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 11/2023 |
| Fidelity Technology Group, Llc | Boston | MA | 11/2023 | 05/2026 |
| Fidelity Brokerage Services Llc | Covington | KY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-27 |
| S66 | Uniform Combined State Law Examination | 2005-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-12 |
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