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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 11/2006 | 01/2018 |
| Morgan Stanley | Colchester | VT | 01/2018 | 04/2018 |
| Fidelity Brokerage Services Llc | Covington | KY | 07/2018 | 04/2019 |
| Fidelity Investments | Merrimack | NH | 04/2019 | 04/2021 |
| Fidelity Investments | Merrimack | NH | 04/2021 | 12/2023 |
| Fidelity Investments | Merrimack | NH | 12/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-127543|OrgNmn:Steady Energy Coaching, LLC|Org Addr:Franconia,New Hampsh,US|OBA Nature:Health & Wellness Coaching|Invst Rel:N|Title:LLC Member, Owner|Duties:Provide coaching to individuals looking for ways to improve health|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-22 |
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