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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | 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 |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 06/2019 | 01/2020 |
| Td Ameritrade | Burlington | VT | 10/2018 | 05/2019 |
| University Of Vermont | Burlington | VT | 08/2018 | 05/2019 |
| Spot On The Dock | Burlington | VT | 06/2018 | 09/2018 |
| University Of Vermont | Burlington | VT | 08/2017 | 05/2018 |
| University Of Vermont | Burlington | VT | 04/2017 | 07/2017 |
| University Of Vermont | Burlington | VT | 08/2016 | 05/2017 |
| Fidelity Investments | New York City | NY | 03/2021 | Present |
| Td Ameritrade | New York | NY | 02/2020 | 01/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-14 |
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