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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 07/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-113985|OrgNmn:Estate Administrator|Org Addr:Manchester,New Hampsh,US|OBA Nature:Estate administrator for a fri|Invst Rel:N|Title:Estate Administrator|Duties:Collecting the deceased's assets. Paying the deceased's debts. Distributing the remaining assets according to state law. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-06 |
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