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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 09/2018 | Present |
| Ipswich Public Schools | Ipswich | MA | 06/2014 | 01/2017 |
| Off The Vine Tuscan Grille | Rowley | MA | 08/2015 | 05/2018 |
| Claro Advisors Llc | Boston | MA | 05/2017 | 09/2017 |
| Salem State University | Salem | MA | 09/2016 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
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