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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
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack, Nh | NH | 10/2020 | Present |
| The Haven Country Club | Boylston | MA | 06/2013 | 12/2019 |
| Avidia Bank | Hudson | MA | 05/2017 | 08/2017 |
| University Of Massachusetts Lowell | Lowell | MA | 09/2015 | 05/2020 |
| Unemployed | Leominster | MA | 12/2019 | 10/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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