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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
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2021 | Present |
| University Of New Hampshire | Durham | NH | 08/2017 | 05/2021 |
| Crystal Lake Golf Club | Harrisville | RI | 05/2020 | 08/2020 |
| Fedex Freight | Northborough | MA | 05/2018 | 01/2020 |
| Pawtucket Country Club | Seekonk | MA | 06/2017 | 08/2017 |
| River Falls Restaurant | Woonsocket | RI | 11/2015 | 05/2017 |
| University Of New Hampshire | Durham | NH | 01/2019 | 03/2020 |
| Burrillville High School | Harrisville | RI | 08/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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