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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
40 Burlington Mall Road, Burlington, MA 01803 • United States
230 Market St, Lynnfield, MA 01940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seaglass Technology Partners | Portsmouth | NH | 05/2018 | 02/2019 |
| Spatially | Somerville | MA | 05/2016 | 05/2018 |
| Fidelity Brokerages Services Llc | Merrimack | NH | 05/2019 | 10/2022 |
| E*Trade Securities Llc | Boston | MA | 10/2022 | 07/2023 |
| E*Trade Capital Management Llc | Boston | MA | 10/2022 | 07/2023 |
| Morgan Stanley | Boston | MA | 10/2022 | 07/2023 |
| Fidelity Investments | Merrimack | NH | 05/2019 | 10/2022 |
| Morgan Stanley | Boston | MA | 03/2023 | 07/2023 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 09/2019 | 10/2022 |
| Art/Culture | West Boxford | MA | 01/2006 | Present |
| J.P. Morgan Securities Llc | Burlington | MA | 09/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Burlington | MA | 09/2023 | Present |
| Babson College | Wellesley | MA | 09/2015 | 08/2017 |
| Kiyoshi Foster | Boxford | MA | 01/2024 | Present |
Entity Name: Kiyoshi Foster Investment related: No Address: Boxford, MA 01921 Nature of the other business: Entertainment Position/Title/Relationship: Employee/Contractor Start Date: 1/1/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Musical Performance & Composition 528469 -Investment related -No; West Boxford, Massachusetts; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/01/2006; During business hours: 0; After business hours: 6; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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