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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
Chelmsford, MA • United States
820 Constitution Avenue, Littleton, MA 01460-1137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metro Financial Strategies | Chelmsford | MA | 05/2020 | 01/2021 |
| Whole Foods Market | Westford | MA | 05/2017 | 06/2021 |
| Cutco | Danvers | MA | 10/2017 | 04/2018 |
| Jimmy's Pizza | Chelmsford | MA | 11/2015 | 04/2017 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Unemployment | Chelmsford | MA | 04/2017 | 10/2017 |
| Westfield State Univeristy | Westfield | MA | 09/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-18 |
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