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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
Nashua, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2006 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-133413|OrgNmn:CFP Board|Org Addr:Washington,District o,US|OBA Nature:CFP Board|Invst Rel:Y|Title:Presenter|Duties:Co-Present academic paper as part of the Ph.D program. No reference to Fidelity. 15 min pres. No compensation - entrance fee waived by CFP,|StrtDt:10-05-26|TotHrs/mon:3|TrdHrs/mon:0|OBA-110396|OrgNmn:landlord|Org Addr:Nashua,New Hampsh,US|OBA Nature:renting our condo|Invst Rel:Y|Title:landlord|Duties:landlord|StrtDt:06-15-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-118284|OrgNmn:Home Health and Hospice Care|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Board of Directors for Hospice|Invst Rel:N|Title:Director|Duties:Sitting on the board of directors - acting as vice chair for a year then chair |StrtDt:04-01-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-112208|OrgNmn:Century 21 Cardinal|Org Addr:Nashua,New Hampsh,US|OBA Nature:Real Estate agent|Invst Rel:Y|Title:Independent Contractor|Duties:Learn real estate, act as agent occasionally|StrtDt:|TotHrs/mon:5|TrdHrs/mon:2|OBA-118286|OrgNmn:Front Door Agency|Org Addr:Nashua,New Hampsh,US|OBA Nature:Non-profit helping with housin|Invst Rel:N|Title:Director|Duties:Sit on the board of director|StrtDt:06-02-25|TotHrs/mon:1|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-03 |
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