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100 High Street Suite 950, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments Institutional Services Company Inc | Smithfield | RI | 08/2004 | 05/2018 |
| Unemployed | Boston | MA | 05/2018 | 12/2018 |
| William Blair Investment Management | Boston | MA | 12/2018 | 12/2023 |
| Unemployed | Charlestown | MA | 01/2024 | 06/2025 |
| Claro Advisors Inc. | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-17 |
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