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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elim Park Place | Cheshire | CT | 02/2014 | 12/2016 |
| Life Safety Service And Supply | Cheshire | CT | 12/2016 | 05/2018 |
| Marketsource | Nashua | NH | 09/2018 | 07/2021 |
| Nashua Community College | Nashua | NH | 08/2018 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-15 |
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