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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
200 Technology Square, Cambridge, MA 02139-3578 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2018 | Present |
| University Of Alabama | Tuscaloosa | AL | 06/2014 | 05/2018 |
| Fidelity Investments Institutional Services | Smithfield | RI | 06/2017 | 08/2017 |
| Fidelity Investments | Cambridge | MA | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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