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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
Blackstone, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Cincinnati | OH | 09/1995 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-67720|OrgNmn:Member of Blackstone MA Finance Committee |Org Addr:Blackstone,Massachuse,US|OBA Nature:The finance committee is a nin|Invst Rel:N|Title:Finance Committee Member|Duties:The start date and end date an estimates. Members are primary duties are to advise and make recommendations to town meeting on the town budge|StrtDt:05-02-22|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-13 |
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