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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edx Construction | Worcester | MA | 02/2021 | 06/2021 |
| Us Marshals Service | New York | NY | 06/2018 | 09/2018 |
| North Shore Towers | Queens | NY | 05/2019 | 10/2019 |
| Tennis Instructor | Garden City | NY | 06/2018 | 08/2018 |
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Roger Williams University | Bristol | RI | 09/2015 | 05/2019 |
| Unemployed | Garden City | NY | 11/2019 | 04/2020 |
| North Shore Towers | Queens | NY | 05/2020 | 10/2020 |
| Unemployed | Providence | RI | 11/2020 | 02/2021 |
| Unemployed | Providence | RI | 06/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-04 |
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