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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 |
| NH | 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 06/2016 | 04/2017 |
| New York Life Ins Co | Waltham | MA | 02/2016 | 04/2017 |
| Citizens Bank | Swampscott | MA | 04/2018 | 10/2020 |
| Citizens Securities, Inc. | Burlington | MA | 04/2018 | 10/2020 |
| Citizens Bank | Somerville | MA | 10/2020 | 07/2021 |
| Citizens Securities, Inc | Canton | MA | 10/2020 | 07/2021 |
| Archer Insurance Agency | Beverly | MA | 03/2016 | 11/2018 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 01/2022 |
| Citizens Bank | Medford | MA | 07/2021 | 01/2022 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-29 |
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