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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 |
| RI | 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 |
|---|---|---|---|---|
| Investment Professionals, Inc. | Mansfield | MA | 11/2009 | 12/2018 |
| Us Census Bureau | East Bridgewater | MA | 07/2020 | 10/2020 |
| Fidelity Investments | Smithfield | RI | 08/2021 | Present |
| Unemployed | Mansfield | MA | 01/2019 | 07/2020 |
| Unemployed | Mansfield | MA | 11/2020 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63065|OrgNmn:Citizens Scholarship Foundation of Mansfield, Ma|Org Addr:Mansfield,Massachuse,US|OBA Nature:Mansfield, Ma chapter of Dolla|Invst Rel:N|Title:Officer|Duties:Co-ordinator of scholarship applications|StrtDt:09-11-18|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-28 |
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