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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Princeton | NJ | 09/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-61706|OrgNmn:Boat Rental|Org Addr:Newtown,Pennsylvan,US|OBA Nature:Rent out personal boat|Invst Rel:N|Title:Owner|Duties:Approve individuals to rent my personal boat|StrtDt:05-01-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-94077|OrgNmn:Sussman From Here 1 LLC|Org Addr:Robbinsvil,New Jersey,US|OBA Nature:LLC for investing in a workspa|Invst Rel:Y|Title:Investor|Duties:Provide capital for investment |StrtDt:11-25-20|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-10 |
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