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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
Longmeadow, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bertera Subaru | Hartford | CT | 05/2018 | 09/2018 |
| Fidelity Investments | Merrimack | NH | 12/2020 | 06/2021 |
| Unemployed | Longmeadow | MA | 05/2020 | 12/2020 |
| University Of Connecticut | Storrs | CT | 08/2016 | 05/2020 |
| Whole Foods | Hadley | MA | 06/2022 | 03/2023 |
| Unemployed | Longmeadow | MA | 07/2021 | 06/2022 |
| Fidelity Investments | West Hartford | CT | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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