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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
820 Constitution Avenue, Littleton, MA 01460-1137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daemen College | Amherst | NY | 08/2016 | 03/2018 |
| Impact Fitness Systems | Hamburg | NY | 11/2017 | 01/2018 |
| Peoplesupport, Inc | Buffalo | NY | 10/2016 | 11/2016 |
| Ymca | Woburn | MA | 03/2018 | 06/2018 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2018 | Present |
| Arlington Dog Running | Arlington | MA | 02/2018 | 03/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-12 |
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