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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2020 | 06/2022 |
| Steward Partners Global Advisory-Raymond James Affiliate | Boston | MA | 05/2019 | 08/2019 |
| Capital Securities Management, Inc. | Glen Allen | VA | 05/2018 | 08/2018 |
| Bella's Casual Dining | Durham | NH | 10/2017 | 05/2018 |
| University Of New Hampshire | Durham | NH | 08/2016 | 05/2020 |
| Unemployed | Ashland | MA | 05/2020 | 08/2020 |
| Raymond James Financial Services, Inc. | Boston | MA | 05/2019 | 08/2019 |
| Capitol Securities Management, Inc | Wellesley | MA | 06/2022 | 11/2022 |
| Fidelity Investments | Framingham | MA | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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