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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-09 |
| RI | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED | 2025-10-07 |
Branch Locations
500 Salem Street, Smithfield, RI 02917-1288 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2020 | 02/2021 |
| Morgan Stanley | Wellesley | MA | 12/2019 | 01/2020 |
| Northwestern Mutual | Woburn | MA | 07/2019 | 10/2019 |
| Progress Software | Bedford | MA | 06/2017 | 08/2017 |
| Nxstage Medical, Inc. | Lawrence | MA | 06/2018 | 01/2019 |
| Bentley University | Waltham | MA | 08/2016 | 05/2020 |
| Fidelity Investments | Smithfield | RI | 01/2022 | Present |
| Unemployed | Wilmington | MA | 02/2021 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-06 |
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