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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-28 |
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Framingham | MA | 02/2021 | Present |
| Tgi Friday's | Marlborough | MA | 05/2019 | 05/2020 |
| Stop It Goaltending | Marlborough | MA | 05/2020 | 04/2021 |
| Worcester State University | Worcester | MA | 09/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-59065|OrgNmn:Stop It Goaltending|Org Addr:Woburn,Massachuse,US|OBA Nature:Ice Hockey training |Invst Rel:N|Title:Employee|Duties: I help the ice hockey goalie instructors by shooting pucks for their drills|StrtDt:05-20-20|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-30 |
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