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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Salt Lake City | UT | 01/2021 | Present |
| Orangetheory Fitness | Concord | MA | 07/2019 | 07/2020 |
| Unemployed | Concord | MA | 07/2020 | 01/2021 |
| College Of William And Mary | Williamsburg | VA | 08/2014 | 05/2018 |
| Okemo Mountain Resort | Ludlow | VT | 06/2017 | 08/2018 |
| Haute Coffee | Concord | MA | 06/2018 | 08/2018 |
| Department Of Education | Madrid | 08/2018 | 07/2019 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
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