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2 Monument Square Suite 701, Portland, ME 04101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-25 |
| ME | RA | APPROVED | 2025-03-25 |
Branch Locations
2 Monument Square Suite 701, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2025 |
| Fidelity Investments | Merrimack | NH | 05/2016 | 11/2016 |
| Fidelity Investments | Merrimack | NH | 11/2016 | 12/2017 |
| Fidelity Investments | Merrimack | NH | 12/2017 | 12/2021 |
| Fidelity Investments | Merrimack | NH | 12/2021 | 03/2022 |
| Fidelity Investments | Merrimack | NH | 03/2022 | 01/2025 |
| Bigelow Investment Advisors, Llc | Portland | ME | 02/2025 | Present |
| Bigelow Investment Advisors, Llc | Portland | ME | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-07 |
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