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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
| NH | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Rhino Capital | Portland | ME | 04/2014 | 01/2019 |
| Instacart | San Francisco | CA | 01/2018 | 02/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 03/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-125733|OrgNmn:Redo Properties|Org Addr:Bridgton,Maine,US|OBA Nature:Painting|Invst Rel:N|Title:Employee|Duties:Manual Labor|StrtDt:12-08-25|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-07 |
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