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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_RES | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc | Boston | MA | 10/2013 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/2017 | 05/2018 |
| Bank Of America, N.A. | Boston | MA | 01/2017 | 05/2018 |
| Unemployed | Boston | MA | 05/2018 | 10/2018 |
| Invesco | Boston | MA | 10/2018 | 05/2019 |
| Ameritas Life Insurance Corp | Boston | MA | 08/2019 | 04/2022 |
| Ameritas Investment Corp | Lincoln | NE | 08/2019 | 04/2022 |
| Fidelity Investments | Framingham | MA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107614|OrgNmn:Big Brothers Big Sisters of Eastern MA|Org Addr:Boston,Massachuse,US|OBA Nature:Peer Mentorship|Invst Rel:N|Title:Board of Advisors Member|Duties:Junior Board of Advisors - Non Profit - Non Voting Member. Help with Awareness and various sub-committee|StrtDt:03-15-24|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-29 |
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