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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kendall Pond Pizza | Windham | NH | 05/2017 | 08/2017 |
| Uts Of Massachusetts | Stoneham | MA | 05/2018 | 08/2018 |
| Western New England University | Springfield | MA | 08/2016 | 05/2017 |
| Western New England University | Springfield | MA | 08/2017 | 05/2018 |
| Western New England University | Springfield | MA | 08/2018 | 05/2019 |
| Messina's Carpet And Flooring | Salem | NH | 05/2019 | 08/2019 |
| Mutual Of Omaha Investor Services | Braintree | MA | 09/2019 | 08/2020 |
| Mutual Of Omaha Insurance Company | Braintree | MA | 08/2019 | 08/2020 |
| Fidelity Investments | Merrimack | NH | 09/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-02 |
| S65 | Uniform Investment Adviser Law Examination | 2019-10-26 |
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