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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ballentine Partners Llc | Waltham | MA | 04/2021 | 01/2025 |
| Merrimack Valley Financial | Pelham | NH | 06/2019 | 03/2021 |
| Cetera Financial Group | Woburn | MA | 06/2019 | 08/2019 |
| Canobie Lake Park | Salem | NH | 05/2016 | 08/2018 |
| University Of Mass Lowell | Lowell | MA | 08/2016 | 05/2021 |
| Fidelity Investments | Scottsdale | AZ | 02/2025 | Present |
OBA-129743|OrgNmn:University of Massachusettes, Lowell|Org Addr:Lowell,Massachuse,US|OBA Nature:Business school alumni group|Invst Rel:N|Title:Member|Duties:Helping UMass Lowell business students network, career advice, financial education group, curriculum|StrtDt:05-18-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
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