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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
59 Wolf Rd, Albany, NY 12205-2612 • United States
Waterford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thoroughbred Advisors | Latham | NY | 08/2020 | 02/2022 |
| Union College | Schenectady | NY | 08/2019 | 07/2020 |
| Ups | Latham | NY | 06/2020 | 06/2020 |
| Curated | Waterford | NY | 07/2020 | 10/2020 |
| Procrease | East Berlin | CT | 04/2019 | 08/2019 |
| Tpc Boston | Norton | MA | 05/2019 | 09/2019 |
| Johnson And Wales University | Providence | RI | 08/2016 | 03/2019 |
| Equity Services Inc | Montpelier | VT | 12/2020 | 02/2022 |
| Fidelity Investments | Albany | NY | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-119419|OrgNmn:Wolfe Hockey Development, LLC|Org Addr:Laurel,Maryland,US|OBA Nature:Ice Hockey Goaltending Develop|Invst Rel:N|Title:Independent Contractor|Duties:I will be reviewing game film of goaltenders and breaking down opprotunities for development|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-22 |
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