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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
25 Recreation Park Drive Suite 110, Hingham, MA 02043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 08/2020 | 11/2021 |
| Bryant University | Smithfield | RI | 09/2016 | 05/2020 |
| Scituate Soccer Club | Scituate | MA | 09/2010 | 09/2017 |
| Riva Pizzeria | Scituate | MA | 05/2016 | 01/2018 |
| Coastal Heritage Bank | Scituate | MA | 06/2018 | 08/2019 |
| True Landscaping | Scituate | MA | 03/2013 | 09/2017 |
| Fidelity Investments | Boston | MA | 06/2022 | 08/2025 |
| Janney Montgomery Scott Llc | Hingham | MA | 09/2025 | Present |
| Fidelity Investments | Boston | MA | 11/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
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