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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | 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 Services Company, Inc. | Marlborough | MA | 07/1995 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62186|OrgNmn:Tot daycare|Org Addr:Sudbury,Massachuse,US|OBA Nature:child daycare |Invst Rel:N|Title:daycare provider assistant|Duties:assist daycare provider as needed (very rare)|StrtDt:02-10-26|TotHrs/mon:1|TrdHrs/mon:0|OBA-1063|OrgNmn:United State Soccer, Mass soccer associa|Org Addr:Northboro,Massachuse,US|OBA Nature:soccer referee|Invst Rel:N|Title:soccer referee|Duties:soccer games referee for youth and adult games in MA|StrtDt:01-01-10|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-21 |
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