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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_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Shrewsbury, MA • United States
571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2024 | Present |
| Mclane Middleton, Pa | Woburn | MA | 11/2023 | 09/2024 |
| Bank Of America, N.A. (U.S. Trust) | Boston | MA | 02/2017 | 02/2018 |
| Mirick O'COnnell Llp | Worcester | MA | 08/2008 | 02/2017 |
| Choate, Hall & Stewart Llp | Boston | MA | 01/2023 | 10/2023 |
| Law Offices Of James A. Miller, P.C. | Worcester | MA | 09/2018 | 01/2019 |
| Ropes & Gray Llp | Boston | MA | 01/2018 | 08/2018 |
| Fidelity Personal Trust Company, Fsb | Merrimack | NH | 02/2019 | 01/2022 |
| Gravel & Shea Pc | Burlington | VT | 01/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
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