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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Marlborough | MA | 07/2002 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-92504|OrgNmn:Three Trees LLC|Org Addr:Mystic,Connecticu,US|OBA Nature:Establishing LLC to hold a pro|Invst Rel:Y|Title:I am a partner in the LLC with my|Duties:Minimal. we have a property manager so my obligations are mainly every other month visits to the property on the weekends.|StrtDt:09-30-22|TotHrs/mon:8|TrdHrs/mon:0|OBA-125222|OrgNmn:New England Prospects|Org Addr:Manchester,New Hampsh,US|OBA Nature:Softball Organization|Invst Rel:N|Title:Head Coach|Duties:Softball Coach. Running practices, booking tournaments, etc|StrtDt:09-01-25|TotHrs/mon:30|TrdHrs/mon:5|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-29 |
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