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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 | 2025-03-31 |
Branch Locations
200 Technology Square, Cambridge, MA 02139-3578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Smithfield | RI | 10/2017 | Present |
| Fidelity Investments Institutional Services Company, Inc. | Smithfield | RI | 02/2013 | 10/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103355|OrgNmn:Summit to Sea Realty, LLC|Org Addr:19 Atlanti,New Hampsh,US|OBA Nature:Will eventually hold rental pr|Invst Rel:Y|Title:Owner|Duties:Property owner|StrtDt:09-25-23|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-12 |
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