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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
Bow, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2014 | 08/2017 |
| Sullivan And Cogliano | Westford | MA | 08/2017 | 03/2018 |
| Fidelity Brokerage Services | Merrimack | NH | 04/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-102795|OrgNmn:Putney Pond Neighborhood Association |Org Addr:Bow,New Hampsh,US|OBA Nature:Neighborhood association to vo|Invst Rel:N|Title:Board memeber of Putney Pond Neig|Duties:attend annual neighborhood meeting to help facilitate conversation and implement changes voted on by neighborhood. |StrtDt:09-17-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-23 |
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