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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
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Framingham | MA | 03/2019 | Present |
| Salem State University | Salem | MA | 09/2014 | 06/2018 |
| Captain Frosty's | Dennis | MA | 06/2016 | 09/2016 |
| Bistro De Sol | Hyannis | MA | 06/2017 | 09/2017 |
| Dr. Cynthia Berry And Associates | Plainville | MA | 06/2018 | 12/2018 |
| Ascension Management Inc | Riverside | RI | 12/2018 | 01/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-03 |
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