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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 07/2007 | Present |
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-124179|OrgNmn:Forest Woods at Loon Mountain Condominium Association|Org Addr:Lincoln,New Hampsh,US|OBA Nature:Board member - no compensation|Invst Rel:N|Title:board member|Duties:On the Board of the HOA - address concerns of the condo association owners|StrtDt:01-01-26|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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