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111 Huntington Avenue, Boston, MA 02199-7618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-04-10 |
Branch Locations
111 Huntington Avenue, Boston, MA 02199-7618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 06/2017 | 08/2017 |
| Amundi Pioneer Asset Management | Boston | MA | 07/2018 | 10/2018 |
| Amundi Pioneer Asset Management | Boston | MA | 10/2018 | 05/2022 |
| Dickinson College | Carlisle | PA | 08/2016 | 05/2017 |
| Dickinson College | Carlisle | PA | 08/2017 | 05/2018 |
| Putnam Investments/Putnam Retail Management | Boston | MA | 05/2022 | 01/2024 |
| Mfs Fund Distributors, Inc. | Boston | MA | 03/2026 | Present |
| Franklin Templeton | Boston | MA | 01/2024 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-28 |
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