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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_RES | 2025-03-31 |
Branch Locations
571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Marlboro | MA | 04/2004 | Present |
| Fidelity Brokerage Services Llc | Marlborough | MA | 01/2008 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-16135|OrgNmn:427 Commercial Street LLC|Org Addr:Provinceto,Massachuse,US|OBA Nature:weekly rental income -cape cod|Invst Rel:Y|Title:Share owner in the LLC|Duties:general maintenance of the property|StrtDt:01-01-18|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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