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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
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shady Hill Landscape Design | Andover | MA | 07/2016 | 09/2016 |
| Knights Speed And Strength | North Andover | MA | 06/2016 | 09/2016 |
| North Andover High School | North Andover | MA | 09/2016 | 06/2017 |
| Shore Point Technology | Seabrook | NH | 07/2017 | 08/2017 |
| Bentley University | Waltham | MA | 08/2017 | 05/2021 |
| Shore Point Technology | Seabrook | NH | 07/2018 | 08/2018 |
| Shore Point Technology | Seabrook | NH | 06/2019 | 09/2019 |
| The Moody Street Group Llc | Newton | MA | 06/2020 | 08/2020 |
| Unemployed | North Andover | MA | 05/2021 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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