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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
Falmouth, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Portland | ME | 12/2014 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114859|OrgNmn:Falmouth High School|Org Addr:Falmouth,Maine,US|OBA Nature:School|Invst Rel:N|Title:Employee|Duties:Coach High School basketball team|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-30 |
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