Mitesh Shah

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

Current Registrations

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

Branch Locations

1520 Main St Ste 201, Warrington, PA 18976-3406 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Hopewell	NJ	10/2013	07/2017
Franklin Square Investment Solutions, Llc	Philadelphia	PA	03/2018	04/2018
Unemployed	Philadelphia	PA	07/2017	02/2018
Jp Morgan Securities Llc	Newark	DE	04/2019	05/2023
Unemployed	Philadelphia	PA	04/2018	11/2018
Randstad Professionals	Newark	DE	11/2018	04/2019
Fidelity Investments	Warrington	PA	06/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2013 → 07/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Hopewell, NJ
03/2018 → 04/2018

Franklin Square Investment Solutions, Llc

Philadelphia, PA
07/2017 → 02/2018

Unemployed

Philadelphia, PA
04/2019 → 05/2023

Jp Morgan Securities Llc

Newark, DE
04/2018 → 11/2018

Unemployed

Philadelphia, PA
11/2018 → 04/2019

Randstad Professionals

Newark, DE
06/2023 → Present

Fidelity Investments

Warrington, PA
03/2025 → Present

Fidelity Investments

Boston, MA

2023-08-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Warrington, PA
2019-08-26 → 2019-09-27

J.P. Morgan Securities Llc

Newark, DE

Brooklyn, NY

Newark, DE

Jersey City, NJ
2014-01-02 → 2017-07-31

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-18