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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Troy | NY | 06/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 06/2018 | 08/2018 |
| Optimity Advisors | New York City | NY | 06/2017 | 08/2017 |
| Fidelity Brokerage Services | Boston | MA | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117445|OrgNmn:Marble Head Farm |Org Addr:Ridgley,Maryland,US|OBA Nature:Agricultural & Beef Farming|Invst Rel:Y|Title:N/A - I am the owner of the farm |Duties:None - the farm is in my name but I have no affiliation or involvement in the business. |StrtDt:04-26-22|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-14 |
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