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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
OBA-112579|OrgNmn:Suffolk University|Org Addr:Boston,Massachuse,US|OBA Nature:University|Invst Rel:N|Title:Employee|Duties:Teaching CFP 501 Fundamentals of Financial Planning to Fidelity employees enrolled in Suffolk University CFP program|StrtDt:01-01-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-29 |
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