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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

Manchester, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 09/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Concord, NH
    Merrimack, NH
  • 2017-01-04 → 2018-07-13
    Merrimack, NH
Other Businesses

OBA-16340|OrgNmn:commissioned artwork by heidi|Org Addr:Contoocook,New Hampsh,US|OBA Nature:i paint or draw things for peo|Invst Rel:N|Title:artist|Duties:take orders for commissioned artwork, do said artwork, and then ship to the customer|StrtDt:08-31-20|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-01
S63 Uniform Securities Agent State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2016-07-01
  • S63 Uniform Securities Agent State Law Examination
    2016-01-29

View on SEC IAPD

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