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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_RES | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
Somerville, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Glastonbury | CT | 06/2021 | 06/2022 |
| Mml Investors Services | Glastonbury | CT | 07/2021 | 06/2022 |
| Pratt & Whitney | East Hartford | CT | 07/2019 | 05/2021 |
| Umass Amherst | Manchester | MA | 08/2015 | 05/2019 |
| Fidelity Investments | Framingham | MA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-20 |
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