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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Manchester, NH • United States
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Street Corporation | North Quincy | MA | 05/2016 | 04/2019 |
| Tedesco Country Club | Marblehead | MA | 06/2013 | 10/2018 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 05/2019 | Present |
| University Of Massachusetts Boston | Boston | MA | 09/2012 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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