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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Looking Upwards | Newport | RI | 02/2017 | 05/2017 |
| Roger Williams University | Bristol | RI | 09/2013 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | 07/2019 |
| Macwilliam Financial Group | Manchester | NH | 07/2017 | 07/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 08/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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