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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Boston | MA | 05/2016 | 06/2020 |
| Empower Retirement | Denver | CO | 02/2021 | 09/2022 |
| Unemployed | Wilmington | MA | 07/2020 | 01/2021 |
| Royal Alliance | Wayland | MA | 01/2023 | 08/2023 |
| Boston Wealth Management, Llc | Wayland | MA | 09/2022 | 01/2023 |
| Fidelity Investments | Merrimack | NH | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-24 |
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