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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Inc | Merrimack | NH | 04/2000 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-4197|OrgNmn:NZF Real Estate Investments LLC|Org Addr:Nashua,New Hampsh,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner/Manager|Duties:Manage the property|StrtDt:12-13-13|TotHrs/mon:5|TrdHrs/mon:0|OBA-4122|OrgNmn:Rental Properties|Org Addr:Nashua,New Hampsh,US|OBA Nature:Residential Rental|Invst Rel:Y|Title:Owner /landlord|Duties:Owner/ landlord of rental properties|StrtDt:11-06-13|TotHrs/mon:5|TrdHrs/mon:0|OBA-127357|OrgNmn:Cognivest|Org Addr:Nashua,New Hampsh,US|OBA Nature:provideing services and softwa|Invst Rel:N|Title:Sole Proprietor|Duties:researching and analazing quanitative data for developing AI tools to meet clients needs. Includes leading softwear developers and engenieers|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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