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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Kartwheel Kids | Hopkinton | MA | 11/2019 | 04/2021 |
| Grafton Public Schools | Grafton | MA | 09/2019 | 09/2020 |
| Pranzi Catering And Events | Providence | RI | 06/2019 | 09/2019 |
| Metrowest Ymca | Framingham | MA | 04/2017 | 06/2019 |
| Beckett Family Of Services | Campton | NH | 11/2016 | 04/2017 |
| Franklin Parks And Recreation | Franklin | NH | 09/2016 | 11/2016 |
| Cape Cod Linen Rental | Brewster | MA | 05/2012 | 09/2016 |
| Plymouth State University | Plymouth | NH | 01/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-13 |
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