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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 | 2025-03-31 |
Branch Locations
One Spartan Way, Merrimack, NH 03054-4300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2007 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113496|OrgNmn:Sewall Meadows Subdivision Homeowners Association|Org Addr:Greenland,New Hampsh,US|OBA Nature:Homeowner's association|Invst Rel:N|Title:Officer|Duties:Take meeting minutes, pay invoices for mowing, collect and deposit annual dues into organization's bank account. No securities transactions.|StrtDt:10-15-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-68036|OrgNmn:Pure Barre Portsmouth|Org Addr:Portsmouth,New Hampsh,US|OBA Nature:Fitness Studio|Invst Rel:N|Title:Employee|Duties:Teach fitness classes in a studio near my home 2-3x per week outside business hours|StrtDt:04-07-26|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-18 |
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