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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-19 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Boston | MA | 03/2020 | Present |
| Fidelity Investments, Llc | Boston | MA | 04/1998 | 03/2020 |
| Fidelity Investments, Llc | Boston | MA | 06/2005 | 04/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 1995-01-30 |
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