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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Smithfield | RI | 02/2016 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-6450|OrgNmn:Assumption University|Org Addr:Worcester,Massachuse,US|OBA Nature:NCAA - Assistant Coach for Men|Invst Rel:N|Title:Assistant Coach|Duties:I will participate in practices and games with the team and be responsible for recruiting|StrtDt:09-04-15|TotHrs/mon:30|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-07 |
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