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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-10-06 |
| RI | RA | APPROVED | 2020-09-10 |
| TX | RA | APPROVED | 2020-09-10 |
Branch Locations
245 Summer Street, Boston, MA 02210-1129 • United States
Wellesley, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Waltham | MA | 03/2016 | 02/2018 |
| Fidelity Investments | Smithfield | RI | 02/2018 | 06/2024 |
| Fidelity Investments | Boston | MA | 06/2024 | Present |
OBA-110100|OrgNmn:Mother Caroline Academy|Org Addr:Boston,Massachuse,US|OBA Nature:tuition-free, all-girls elemen|Invst Rel:Y|Title:investment committee member|Duties:quarterly Zoom meeting (30-45 min) and minimal prep work|StrtDt:06-26-24|TotHrs/mon:1|TrdHrs/mon:0.25|OBA-13759|OrgNmn:Harvard Business School|Org Addr:Boston,Massachuse,US|OBA Nature:education|Invst Rel:N|Title:auxiliary coach|Duties:periodically help current MBA students with resume reviews and practice interviews|StrtDt:10-18-19|TotHrs/mon:10|TrdHrs/mon:2|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-05 |
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