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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 | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Londonderry, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2006 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-9970|OrgNmn:Rental Income|Org Addr:manchester,New Hampsh,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Property Owner|Duties:Owner of 2 - four family properties, renting all units.|StrtDt:03-10-09|TotHrs/mon:8|TrdHrs/mon:0|OBA-1697|OrgNmn:Black Forest Nursery|Org Addr:Boscawen,New Hampsh,US|OBA Nature:Garden Center|Invst Rel:N|Title:Customer Service Associate|Duties:Assit in selling and maintaining plants|StrtDt:05-01-10|TotHrs/mon:1|TrdHrs/mon:0|OBA-94884|OrgNmn:Lemonade |Org Addr:Hopkinton,New Hampsh,US|OBA Nature:Lemonade stand|Invst Rel:N|Title:Employee|Duties:Make and sell lemonade at Hopkinton state fair|StrtDt:08-01-23|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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