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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | 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 |
|---|---|---|---|---|
| Citizens Bank | Swampscott | MA | 12/2014 | 04/2018 |
| Citizens Securities Inc. | Swampscott | MA | 12/2014 | 04/2018 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 11/2019 |
| Classic Cooking Academy | Scottsdale | AZ | 12/2018 | 08/2021 |
| Tj Maxx | Scottsdale | AZ | 12/2018 | 02/2019 |
| State Street Global Advisors Funds Distributors, Llc | Boston | MA | 10/2019 | 08/2021 |
| State Street Global Advisors Trust Company | Boston | MA | 10/2019 | 08/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114970|OrgNmn:Lilly Pulitzer|Org Addr:Scottsdale,Arizona,US|OBA Nature:Retail clothing boutique|Invst Rel:N|Title:Part time sales associate|Duties:retail sales help|StrtDt:12-07-24|TotHrs/mon:60|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-24 |
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