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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Operations Company Inc | Durham | NC | 02/2016 | 04/2017 |
| Fidelity Brokerage Services Llc | Durham | NC | 04/2017 | 08/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 08/2021 | 12/2021 |
| Advised Assets Groups, Llc | Greenwood Village | CO | 08/2021 | 12/2021 |
| Fidelity Investments | Sarasota | FL | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-27 |
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