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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
155 Congress St, Boston, MA 02110-2511 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Y Supermarket | Norwell | MA | 11/2016 | 01/2019 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| South Shore Hospital | Weymouth | MA | 07/2019 | 02/2021 |
| Court Service Center | Greenfield | MA | 12/2019 | 05/2020 |
| Middlesex District Attorney | Framingham | MA | 04/2020 | 08/2020 |
| University Of Massachusetts Amherst (College) | Amherst | MA | 09/2017 | 05/2021 |
| Weymouth High School | Weymouth | MA | 09/2014 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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