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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
267 Grant Street Human Resources Small Office - 4Th Floor, Bridgeport, CT 06610 • United States
Southport, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 03/2010 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-62114|OrgNmn:Rental property|Org Addr:Fairfield,Connecticu,US|OBA Nature:Rental income property|Invst Rel:Y|Title:Landlord|Duties:Landlord|StrtDt:08-21-21|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-20 |
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