Daniel P Mcgovern

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Polaris Greystone Financial Group, Llc	San Rafael	CA	11/2015	12/2016
Fidelity Brokerage Services Llc	Palo Alto	CA	01/2017	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Palo Alto, CA
2017-02-07 → 2018-07-13

Strategic Advisers Llc

Palo Alto, CA
2015-12-07 → 2017-01-09

Polaris Wealth Advisory Group

San Rafael, CA
2010-07-21 → 2015-11-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Los Angeles, CA
2009-10-26 → 2010-06-21

Hsbc Securities (Usa) Inc.

Chatham, NJ

Summit, NJ
2009-01-26 → 2009-10-06

Chase Investment Services Corp.

Chatham, NJ
2005-09-06 → 2008-11-06

Lord, Abbett & Co. Llc

Jersey City, NJ

Jersey City, NJ

Jersey City, NJ
2002-07-15 → 2005-08-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-01-24
S63	Uniform Securities Agent State Law Examination	1999-10-28