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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | 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 |
|---|---|---|---|---|
| Babylon Yacht Club | West Islip | NY | 04/2016 | 08/2019 |
| Providence College Fitness Center | Providence | RI | 08/2019 | 02/2020 |
| Epiroc S.R.O | Prague | 02/2020 | 05/2020 | |
| Northwestern Mutual Life Insurance | Melville | NY | 06/2020 | 05/2021 |
| Cushman And Wakefield | New York | NY | 06/2021 | 08/2021 |
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Lessings Catering | Great River | NY | 06/2017 | 08/2018 |
| Babylon Carriage House | Babylon | NY | 01/2017 | 08/2021 |
| Providence College | Providence | RI | 08/2017 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-08 |
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