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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Milford, NH • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 04/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2000 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Milford, NH
    Merrimack, NH
  • 2011-03-28 → 2018-07-13
    Merrimack, NH
Other Businesses

OBA-115883|OrgNmn:Burlington|Org Addr:Nashua,New Hampsh,US|OBA Nature:Off Price department store ret|Invst Rel:N|Title:Employee|Duties:Straightening out the store and providing customer service.|StrtDt:01-21-25|TotHrs/mon:20|TrdHrs/mon:0|OBA-8497|OrgNmn:Clarks|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Shoe Sales|Invst Rel:N|Title:Sales Associate|Duties:1. Register Sales2. Customer Service3. Stocking Merchandise4. Straightening Store|StrtDt:10-02-17|TotHrs/mon:46|TrdHrs/mon:0|OBA-115882|OrgNmn:Floor and Decor|Org Addr:Nashua,New Hampsh,US|OBA Nature:Chain with a variety of floori|Invst Rel:N|Title:Employee|Duties:Cashier and customer service|StrtDt:01-25-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-25
S63 Uniform Securities Agent State Law Examination 2000-09-08
  • S66 Uniform Combined State Law Examination
    2011-03-25
  • S63 Uniform Securities Agent State Law Examination
    2000-09-08

View on SEC IAPD

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