James Katsikis

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Andover High School	Andover	MA	08/2016	05/2020
Fidelity Investments	Merrimack	NH	05/2023	Present
Wendy's Company	North Reading	MA	09/2018	10/2019
Osborn Financial Group, Inc	North Reading	MA	02/2022	09/2022
Seaboard International Forrest Products Llc	Nashua	MA	09/2022	12/2022
Jimmy's Inc	Wilmington	MA	06/2019	05/2023
Merrimack College, Girard School Of Business	North Andover	MA	09/2020	05/2023
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 05/2020

Andover High School

Andover, MA
05/2023 → Present

Fidelity Investments

Merrimack, NH
09/2018 → 10/2019

Wendy's Company

North Reading, MA
02/2022 → 09/2022

Osborn Financial Group, Inc

North Reading, MA
09/2022 → 12/2022

Seaboard International Forrest Products Llc

Nashua, MA
06/2019 → 05/2023

Jimmy's Inc

Wilmington, MA
09/2020 → 05/2023

Merrimack College, Girard School Of Business

North Andover, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-05
S63	Uniform Securities Agent State Law Examination	2023-07-19