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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2020 | 05/2022 |
| Unemployed | Walpole | MA | 05/2020 | 10/2020 |
| Providence College | Providence | RI | 08/2016 | 05/2020 |
| Keefe, Bruyette & Woods | Boston | MA | 06/2019 | 07/2019 |
| Keefe, Bruyette & Woods | Boston | MA | 06/2018 | 08/2018 |
| Tracy Boehme Realty Group | Cambridge | MA | 05/2017 | 08/2017 |
| Citigroup | Boston | MA | 06/2022 | 04/2025 |
| Morgan Stanley | Boston | MA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-25 |
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