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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Financial Partners | Waltham | MA | 05/2019 | 10/2020 |
| Lpl Financial, Llc | Waltham | MA | 08/2020 | 10/2020 |
| Bentley University | Waltham | MA | 08/2016 | 06/2020 |
| Ellacoya State Park | Gilford | NH | 07/2015 | 09/2018 |
| Fidelity Investments | Merrimack | NH | 10/2020 | Present |
| Bond University | Robina | 09/2018 | 12/2018 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-22 |
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