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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 |
| NH | RA | APPROVED | 2025-03-31 |
Branch Locations
One Spartan Way, Merrimack, NH 03054-4300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2006 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-128412|OrgNmn:293 Main St Condo Association|Org Addr:Ogunquit,Maine,US|OBA Nature:We recently purchased a second|Invst Rel:N|Title:Officer|Duties:My duties will be limited to helping coordinate work that needs to be done to keep property maintained. |StrtDt:03-18-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-18 |
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