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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Spartan Way, Merrimack, NH 03054-4300 • United States
Concord, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2005 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-68807|OrgNmn:GPS Coaching|Org Addr:Concord,New Hampsh,US|OBA Nature:I meet w/ people in order to h|Invst Rel:N|Title:Coach|Duties:I meet w/ people in order to help them make progress in their lives in order to attain greater fulfillment. I assist clients in improving thei|StrtDt:04-04-22|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-02 |
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