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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 |
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Warwick | RI | 05/2019 | 06/2023 |
| Mml Investors Services, Llc | Warwick | RI | 06/2019 | 06/2023 |
| New England Country Club | Bellingham | MA | 08/2011 | 10/2017 |
| Bose | Wrentham | MA | 09/2017 | 07/2019 |
| Ameriprise Financial | Raynham | MA | 06/2018 | 03/2019 |
| Bridgewater State University | Bridgewater | MA | 09/2017 | 05/2019 |
| Bristol Community College | Attleboro | MA | 08/2014 | 05/2017 |
| Fidelity Investments | Littleton | MA | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-01 |
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