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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1261 Post Road, Fairfield, CT 06824-6072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Burlingame | CA | 07/2002 | Present |
| Strategic Advisers | Burlingame | CA | 11/2002 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-2309|OrgNmn:Sole Propietorship|Org Addr:Wilton,Connecticu,US|OBA Nature:Publishing. I'm looking to pu|Invst Rel:N|Title:sole propiretor/ owner|Duties:Published a book that I already wrote and designed|StrtDt:01-19-11|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-11 |
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