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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
152 Endicott Street, Danvers, MA 01923-3619 • United States
Hamilton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Danvers | MA | 04/2015 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-116386|OrgNmn:The Cornerstone Creative|Org Addr:Gloucester,Massachuse,US|OBA Nature:Woodworking mentorship|Invst Rel:N|Title:Board member|Duties:Attend board meetings, share on social media|StrtDt:10-04-21|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-18 |
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