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100 Great Meadow Road Suite 502, Wethersfield, CT 06109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-25 |
| CT | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2021 | 07/2025 |
| Cambridge Savings Bank | Waltham | MA | 06/2020 | 08/2020 |
| Cambridge Savings Bank | Waltham | MA | 06/2019 | 08/2019 |
| Patriot Hoop Clinics | Concord | MA | 06/2013 | 08/2018 |
| The Macdowell Company | Weston | MA | 06/2018 | 08/2018 |
| Providence College | Providence | RI | 08/2017 | 05/2021 |
| Concord Carlisle High School | Concord | MA | 09/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2025 |
| Johnson Brunetti | Needham | MA | 08/2025 | Present |
| Jb Capital, Llc | Needham | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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