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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
One Spartan Way, Merrimack, NH 03054-4300 • United States
Windham, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Inc | Merrimack | NH | 10/1999 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-91481|OrgNmn:Suffolk University |Org Addr:Boston,Massachuse,US|OBA Nature:Private, non profit university|Invst Rel:N|Title:Employee|Duties:Teaching the Certified Financial Planning Program|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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