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888 Boylston Street Suite 800, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-01 |
| MA | RA | APPROVED | 2022-03-24 |
Branch Locations
888 Boylston Street Suite 800, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2021 | 03/2022 |
| Carriagehouse Consulting Inc. | Natick | MA | 08/2020 | 05/2021 |
| Asset Strategy Advisors | Natick | MA | 06/2018 | 08/2019 |
| Denison University | Granville | OH | 08/2016 | 05/2020 |
| Unemployed | Sherborn | MA | 05/2020 | 08/2020 |
| Natixis Distribution, Llc | Boston | MA | 03/2022 | Present |
| Natixis Advisors, Llc | Boston | MA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
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