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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2002 | 07/2019 |
| Fidelity Investments | King Of Prussia | PA | 07/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124889|OrgNmn:Exeter Township Berks County (government)|Org Addr:reading,Pennsylvan,US|OBA Nature:Municipal Government|Invst Rel:N|Title:Township Supervisor|Duties:Section 607. Duties of Supervisors. -- The board of supervisors shall: (1) Be charged with the general governance of the township and the e|StrtDt:01-01-26|TotHrs/mon:4|TrdHrs/mon:0|OBA-121902|OrgNmn:Ocean Mist Condominium Association|Org Addr:Wildwood C,New Jersey,US|OBA Nature:No business conducted. No sal|Invst Rel:N|Title:Treasurer|Duties:Reconcile quarterly dues|StrtDt:05-26-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-09 |
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