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One Post Office Square, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cochecho Country Club | Dover | NH | 10/2019 | 05/2021 |
| Rhode Island Country Club | Barrington | RI | 05/2020 | 08/2020 |
| Northwestern Mutual | Providence | RI | 05/2019 | 08/2019 |
| Striper Marina | Barrington | RI | 05/2018 | 08/2018 |
| Rhode Island Country Club | Barrington | RI | 04/2015 | 08/2017 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| University Of New Hampshire | Durham | NH | 08/2017 | 05/2021 |
| Barrington High School | Barrington | RI | 09/2013 | 06/2017 |
| Eaton Vance Distributors, Inc | Boston | MA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-26 |
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