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JOSEPH G POTVIN
JOSEPH POTVIN
CRD#: 4344602
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 NASHUA, NH
Registration History
200220042006200820102012201420162018202020222024IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2001 - Present (23 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2007 - 2018 (10 years)
License(s)

State Registrations

IA
New Hampshire 7/13/2018

IA
Texas 7/13/2018

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
NASHUA, NH
ONE SPARTAN WAY, MERRIMACK, NH 03054
Registered with this firm since 5/3/2001

Previous Registration(s)
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IA
11/20/2007 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) MERRIMACK, NH
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B
Broker
IA
Investment Adviser
Disclosures
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