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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abby Kelley Foster Charter School | Worcester | MA | 08/2022 | 10/2023 |
| Shapiro Educational & Behavioral Consultants | Fitchburg | MA | 03/2018 | 10/2023 |
| Ashburnham Westminster Extended Day Program | Westminster | MA | 11/2013 | 04/2018 |
| Fitchburg State University | Fitchburg | MA | 01/2016 | 01/2019 |
| Fidelity Investments | Merrimack | NH | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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