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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified | Miami | FL | 08/2011 | 04/2021 |
| Diversified Investors Securities Corp. | Miami | FL | 08/2011 | 04/2021 |
| Fidelity Investments | Smithfield | RI | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2000-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-16 |
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