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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perfect Parties Usa Llc | Peabody | MA | 05/2016 | 08/2017 |
| Fidelity Investments | Westwood | MA | 07/2024 | Present |
| J. Turner Hood School | North Reading | MA | 11/2018 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2021 | 07/2024 |
| Saint Anselm College | Manchester | NH | 08/2017 | 05/2021 |
| Burbank Ymca | Reading | MA | 05/2018 | 08/2018 |
| Bank Of America N.A, | Beverly | MA | 06/2021 | 07/2024 |
| North Reading High School | North Reading | MA | 08/2013 | 07/2017 |
| E. Ethel Little School | North Reading | MA | 06/2017 | 08/2017 |
| Northwestern Mutual | Woburn | MA | 05/2020 | 09/2020 |
| Alku | Andover | MA | 06/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-28 |
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