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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Shrewsbury | NJ | 02/2021 | 08/2022 |
| Rhode Island Department Of Education | Providence | RI | 12/2019 | 08/2020 |
| Finns Harborside | East Greenwich | RI | 06/2016 | 08/2019 |
| Besos Kitchen And Cocktails | East Greenwich | RI | 06/2020 | 09/2020 |
| Allies Donuts | East Greenwich | RI | 01/2013 | 01/2018 |
| Sarto | Providence | RI | 01/2020 | 05/2020 |
| Providence College | Providence | RI | 08/2016 | 06/2020 |
| Morgan Stanley | Shrewbury | NJ | 09/2020 | 02/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | 08/2022 |
| Fidelity Investments | Burlington | MA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-29 |
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