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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States
822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States
822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2016 | Present |
| Key Auto Company | Jacksonville | FL | 04/2014 | 10/2016 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-19 |
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