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Account
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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chestnut Hill | MA | 05/2013 | 02/2020 |
| Charles Schwab Bank | Chestnut Hill | MA | 05/2013 | 02/2020 |
| Fidelity Brokerage Services Llc | Chestnut Hill | MA | 02/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-31 |
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