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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
13A W 61St St, New York, NY 10023-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 09/2021 | Present |
| Pear Therapeutics | Boston | MA | 01/2021 | 09/2021 |
| Griffith College Dublin | Dublin | 09/2020 | 09/2021 | |
| Malone | Portland | ME | 06/2020 | 08/2020 |
| Bowdoin College | Brunswick | ME | 08/2016 | 05/2020 |
| Mainehealth | Portland | ME | 05/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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