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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
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
Merrimac, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandwich Little League | Sandwich | MA | 04/2013 | 08/2020 |
| Town Of Barnstable | Barnstable | MA | 06/2019 | 09/2020 |
| Fishermen'S View Restaurant And Seafood Market | Sandwich | MA | 03/2017 | 08/2018 |
| Sandwich High School | Sandwich | MA | 09/2013 | 06/2017 |
| Bryant University | Smithfield | RI | 09/2017 | 05/2021 |
| Fidelity Brokerage Services | Merrimack | NH | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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