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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-13 |
| MA | 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 | Merrimack | NH | 04/2007 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-132723|OrgNmn:Merrimac Youth Soccer Club|Org Addr:Merrimac,Massachuse,US|OBA Nature:Town Youth Soccer Club|Invst Rel:N|Title:Treasurer & Registrar|Duties:Financial Responsibilities (Treasurer) a. financial oversight and stewardship of the organization (fiscal solvency) b. tracks and in|StrtDt:08-14-26|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
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