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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
Avon, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 08/2018 | 09/2021 |
| Santander Securities, Llc | Dorchester | MA | 08/2018 | 09/2021 |
| H&M | West Hartford | CT | 02/2018 | 08/2018 |
| H&M | Waterbury | CT | 06/2016 | 02/2018 |
| Fidelity Investments | West Hartford | CT | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-30 |
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