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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Las Olas Taqueria | Hampton | NH | 04/2021 | 05/2021 |
| Old Navy | Newington | NH | 10/2020 | 12/2020 |
| Bottomline Technologies | Portsmouth | NH | 06/2020 | 08/2020 |
| Bonaloop | Beverly | MA | 05/2019 | 03/2020 |
| Beverly Athletic Club | Beverly | MA | 04/2018 | 03/2020 |
| University Of New Hampshire | Durham | NH | 02/2018 | 05/2018 |
| Copyright Clearance Center | Danvers | MA | 04/2017 | 06/2017 |
| University Of New Hampshire | Durham | NH | 08/2017 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | Present |
| Beverly High School | Beverly | MA | 09/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-09 |
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