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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
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 07/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-2566|OrgNmn:The Ben Joslyn Foundation|Org Addr:Pittsfield,Massachuse,US|OBA Nature:Non profit started for a frien|Invst Rel:N|Title:Founder and leader|Duties:I organize and put together fundraisers and help in use of money|StrtDt:06-01-09|TotHrs/mon:0.4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-12 |
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