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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
900 Salem Street, Smithfield, RI 02917-1243 • United States
Marion, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 07/2021 | Present |
| Berkshire Hathaway Home Services | Marion | MA | 01/2021 | 07/2021 |
| Jl+Core Real Estate And Property Management | Boston | MA | 03/2019 | 01/2021 |
| Compass Real Estate | Cambridge | MA | 09/2018 | 03/2019 |
| Coldwell Banker Lanmarks Real Estate | Vineyard Haven | MA | 11/2015 | 09/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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