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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcnamara Photography | Scottsdale | AZ | 03/2015 | 03/2020 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 10/2015 | 09/2021 |
| Fidelity Investments | Covington | KY | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117163|OrgNmn:Midnight Mocha Reads LLC|Org Addr:Mesa,Arizona,US|OBA Nature:Retail bookstore|Invst Rel:N|Title:Partner|Duties:Owner & daily operations manager|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-19 |
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