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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | South Jordan | UT | 06/2009 | 01/2017 |
| Fidelity Brokerage Services Llc | Reno | NV | 01/2017 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9827|OrgNmn:Roane Property Management, LLC|Org Addr:Ogden,Utah,US|OBA Nature:Rental property|Invst Rel:Y|Title:Owner|Duties:collecting rents and paying the mortgage|StrtDt:06-01-18|TotHrs/mon:10|TrdHrs/mon:0|OBA-125262|OrgNmn:Roane Property Management|Org Addr:Salt Lake ,Utah,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Partner|Duties:Manage property|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-24 |
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