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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
142 New Moriches Road, Lake Grove, NY 11755-1300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Huntington | NY | 06/2006 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-123149|OrgNmn:United Career and Life Coaching LLC|Org Addr:Nesconset,New York,US|OBA Nature:Career and Life Coaching|Invst Rel:N|Title:Officer|Duties:I will help clients understand and achieve their career aspirations taking a holistic approach.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-07 |
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