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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity | Burlington | MA | 02/2012 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-18014|OrgNmn:Belle and Bean|Org Addr:Reading,Massachuse,US|OBA Nature:Infant and toddler sleep consu|Invst Rel:N|Title:None|Duties:None|StrtDt:02-18-21|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-25 |
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