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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 |
| RI | 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 |
|---|---|---|---|---|
| Champagne Bookeeping & Tax | Leominster | MA | 09/2016 | 07/2017 |
| Idg Communications | Framingham | MA | 08/2017 | 09/2020 |
| Unemployed | North Attleboro | MA | 10/2020 | 12/2020 |
| Integrate | Hopkinton | MA | 01/2021 | 04/2021 |
| Unemployed | North Attleboro | MA | 05/2021 | 06/2021 |
| Fidelity Investments | Smithfield | RI | 06/2021 | Present |
| Robert Half | Framingham | MA | 08/2017 | 06/2018 |
| Worcester State University | Worcester | MA | 01/2013 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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