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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 |
| NH | 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 |
|---|---|---|---|---|
| Southern New Hampshire University | Manchester | NH | 08/2009 | Present |
| Fidelity Investments | Merrimack | NH | 08/2011 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-98186|OrgNmn:Phresh Entertainment|Org Addr:Rochester,New Hampsh,US|OBA Nature:Entertainment, Media|Invst Rel:N|Title:Sole Proprietor|Duties:Conducting editing and hosting services|StrtDt:|TotHrs/mon:7|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-21 |
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