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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
155 Congress St, Boston, MA 02110-2511 • United States
155 Congress St, Boston, MA 02110-2511 • United States
Sherborn, MA • United States
220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 11/2022 | Present |
| Fidelity Charitable Services | Boston | MA | 12/2020 | 11/2022 |
| Fidelity Brokerage Services | Boston | MA | 06/2001 | 10/2019 |
| Unemployed | Sherborn | MA | 11/2019 | 12/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-02 |
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