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900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-11-10 |
Branch Locations
900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2018 | 05/2021 |
| Andover Investment Advisors | North Andover | MA | 12/2017 | 01/2018 |
| College Of The Holy Cross (Student) | Worcester | MA | 08/2014 | 06/2018 |
| Holy Cross Athletics | Worcester | MA | 09/2016 | 12/2016 |
| Unemployed | Lynn | MA | 06/2018 | 09/2018 |
| Citigroup | Boston | MA | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-29 |
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-14 |
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