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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Partners In Health; Covid-19 Community Tracing Collaborative | Boston | MA | 11/2020 | 04/2021 |
| Darden Restaurant Group, Seasons 52 Fresh Grill And Wine Bar | Chestnut Hill | MA | 12/2019 | 11/2020 |
| Unemployed | Boston | MA | 03/2020 | 08/2020 |
| Unemployed | New Orleans | LA | 05/2019 | 12/2019 |
| New Orleans Child Advocacy Center | New Orleans | LA | 01/2019 | 05/2019 |
| Axius Financial | Saint Charles | MO | 06/2018 | 08/2018 |
| Brio Restaurant | Saint Louis | MO | 05/2018 | 08/2018 |
| Unemployed | New Orleans | LA | 05/2015 | 05/2018 |
| Coker Palmer Institutional | New Orleans | LA | 06/2017 | 08/2017 |
| Unemployed | New Orleans | LA | 08/2018 | 12/2018 |
| 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 | 2021-08-26 |
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