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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-26 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-97332|OrgNmn:The Chasing Wisdom Project |Org Addr:Manchester,New Hampsh,US|OBA Nature:youtube channel, podcast, e-co|Invst Rel:N|Title:Employee|Duties:create the content and operations of the buisness |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-113705|OrgNmn:Alpha Company LLC|Org Addr:Manchester,New Hampsh,US|OBA Nature:truck leasing business |Invst Rel:N|Title:Owner |Duties:mainly passive investor in truck leasing company|StrtDt:11-01-24|TotHrs/mon:5|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-10 |
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