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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company, Inc. | Boston | MA | 02/1998 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63134|OrgNmn:Bridgewater State University Foundation |Org Addr:Bridgewate,Massachuse,US|OBA Nature:The BSU Foundation is its own |Invst Rel:N|Title:Chairman of the investment commit|Duties:provide specialized legal, business and financial management expertise to the operation of the Foundation for the betterment of Bridgewater.|StrtDt:11-01-21|TotHrs/mon:2|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-01 |
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