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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 |
| TX | RA | APPROVED_RES | 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 |
|---|---|---|---|---|
| Trinity Emergency Medical Services, Inc. | Lowell | MA | 02/2011 | 11/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 11/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-65374|OrgNmn:PrideStar Emergency Medical Services, Inc.|Org Addr:Lowell,Massachuse,US|OBA Nature:Ambulance service|Invst Rel:N|Title:Employee|Duties:Administer medical care to patients and transport them to hospital.|StrtDt:12-27-21|TotHrs/mon:64|TrdHrs/mon:0|OBA-14095|OrgNmn:Uber|Org Addr:Manchester,New Hampsh,US|OBA Nature:Transportation/ Taxi-style ser|Invst Rel:N|Title:Driver|Duties:Driving customer whom summon an Uber through their smartphone app & deliver UberEats.|StrtDt:11-18-19|TotHrs/mon:10|TrdHrs/mon:0|OBA-95867|OrgNmn:Etsy, Inc|Org Addr:Brooklyn,New York,US|OBA Nature:Online marketplace|Invst Rel:N|Title:Seller|Duties:None|StrtDt:|TotHrs/mon:32|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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