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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
20465 Exchange St, Ashburn, VA 20147-5940 • United States
Purcellville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 03/1997 | Present |
| Fidelity Brokerage Services, Inc. | Portland | ME | 03/1997 | Present |
| Strategic Advisers | Braintree | MA | 09/2002 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-27 |
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