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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-07-01 |
| MA | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
10 Memorial Boulevard, Providence, RI 02903-1160 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linden Ponds | Hingham | MA | 09/2015 | 08/2019 |
| Quincy College | Quincy | MA | 01/2020 | 09/2020 |
| Quincy College | Quincy | MA | 09/2018 | 12/2020 |
| Fidelity Investments | Merrimack | NH | 03/2021 | Present |
| Archbishop Williams High School | Braintree | MA | 09/2014 | 06/2017 |
| Scituate High School | Scituate | MA | 09/2017 | 06/2018 |
| Pour Coffee And Bagel Co | Cohasset | MA | 10/2018 | 08/2019 |
| The Sausage Guy | Boston | MA | 06/2019 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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