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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 |
|---|---|---|---|---|
| Woodland Country Club | Auburndale | MA | 05/2013 | 09/2017 |
| Ayer Sales | Woburn | MA | 06/2018 | 08/2018 |
| Fidelity Investment | Burlington | MA | 05/2019 | 08/2019 |
| Fidelity Investment | Burlington | MA | 12/2019 | 01/2020 |
| Fairfield University | Fairfield | CT | 09/2016 | 05/2020 |
| Fidelity Investments | Burlington | MA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-30 |
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