Timothy Lauch

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-03-31
NJ	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

350 Park Ave, New York, NY 10022-6022 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fidelity Investments	New York	NY	09/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

New York, NY
2013-04-18 → 2018-07-13

Strategic Advisers Llc

New York, NY

Millburn, NJ

Fair Haven, NJ

Shrewsbury, NJ
2009-08-14 → 2011-09-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
2008-11-24 → 2009-08-17

Td Wealth Management Services Inc.

Philadelphia, PA

New Brunswick, NJ
2005-11-30 → 2008-12-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

Pennington, NJ

Pennington, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-23