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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nancy Saam Flowers | Conshohocken | PA | 01/2014 | 10/2016 |
| Fidelity Investments | Merrimack | NH | 03/2024 | Present |
| Uxbridge Animal Hospital | Uxbridge | MA | 10/2017 | 11/2019 |
| Letter Perfect Farm | Uxbridge | MA | 10/2016 | 10/2017 |
| Christopher Family | Gladwyne | PA | 09/2014 | 10/2016 |
| Cut Flower Exchange | Conshohocken | PA | 01/2014 | 10/2016 |
| Trupanion | Seattle | WA | 11/2019 | 02/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
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