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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
210 South Main St, Greenville, SC 29601-2832 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Systems Of New Hampshire | Keene | NH | 09/2016 | 05/2017 |
| C&S Wholesale Grocers | Keene | NH | 05/2017 | 07/2021 |
| Keene State College | Keene | NH | 08/2013 | 05/2017 |
| Fidelity Investments | Merrimack | NH | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-28 |
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