Stephen Gross

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CO	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 Brokerage Services, Llc	Greenwood Village	CO	10/2017	Present
Us Test And Balance	Sparks	NV	08/2017	10/2017
Broadmoor Hotel	Colorado Springs	CO	05/2017	08/2017
Colorado Department Of Personnel And Administration	Denver	CO	02/2017	08/2017
Axiom	Chicago	IL	12/2016	01/2017
Pissetzky & Berliner, Llc	Chicago	IL	09/2015	01/2017
Uber	Chicago	IL	10/2016	11/2016
Benchmark	Chicago	IL	08/2016	10/2016
Fidelity Investments	Boston	MA	03/2025	Present

10/2017 → Present

Fidelity Brokerage Services, Llc

Greenwood Village, CO
08/2017 → 10/2017

Us Test And Balance

Sparks, NV
05/2017 → 08/2017

Broadmoor Hotel

Colorado Springs, CO
02/2017 → 08/2017

Colorado Department Of Personnel And Administration

Denver, CO
12/2016 → 01/2017

Axiom

Chicago, IL
09/2015 → 01/2017

Pissetzky & Berliner, Llc

Chicago, IL
10/2016 → 11/2016

Uber

Chicago, IL
08/2016 → 10/2016

Benchmark

Chicago, IL
03/2025 → Present

Fidelity Investments

Boston, MA

2018-07-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-14
S63	Uniform Securities Agent State Law Examination	2017-12-08