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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-18 |
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2020 | Present |
| Stonehill College | Easton | MA | 06/2016 | 05/2020 |
| Metropolitan Police Department | Washington | DC | 05/2019 | 08/2019 |
| Enterprise Bank | Lowell | MA | 05/2018 | 08/2018 |
| Enterprise Bank | Lowell | MA | 05/2017 | 08/2017 |
| Wag! | Washington | DC | 06/2019 | 07/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-18 |
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