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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
West Hartford, CT • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2014 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-60671|OrgNmn:Morrell Street Holdings LLC|Org Addr:West Roxbu,Massachuse,US|OBA Nature:We currently rent one unit but|Invst Rel:Y|Title:Partner|Duties:I am a passive investor. My father in the area is manaing day to day.|StrtDt:07-16-21|TotHrs/mon:1|TrdHrs/mon:1|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-22 |
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