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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 | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
Framingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Framingham | MA | 09/2005 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9688|OrgNmn:Boardman Capital Group LLC|Org Addr:Hopedale,Massachuse,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Self/Owner|Duties:All duties of investing in residential real estate.|StrtDt:06-17-13|TotHrs/mon:20|TrdHrs/mon:0|OBA-105175|OrgNmn:Veritas Christian Academy|Org Addr:Wayland,Massachuse,US|OBA Nature:K-8 School|Invst Rel:N|Title:School Board Member|Duties:I will serve on the schools board, be a member of the finance committee, and serve as Treasurer|StrtDt:12-23-25|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-15 |
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