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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
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
801 Boylston Street, Boston, MA 02116-2625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Insitutional Services Inc | Smithfield | RI | 09/2015 | 11/2016 |
| Fidelity Brokerage Services Llc | Boston | MA | 11/2016 | 08/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2026 |
| Ubs Financial Services Inc. | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-10 |
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