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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Mohegan Sun Casino | Uncasville | CT | 09/2009 | 01/2020 |
| Skyscraper Food Truck | Glastonbury | CT | 03/2018 | 12/2019 |
| Reliance Wealth Management | Cromwell | CT | 01/2020 | 11/2020 |
| Cetera Advisor Networks | El Segundo | CA | 01/2020 | 11/2021 |
| Mgm Springfield | Springfield | MA | 05/2019 | 11/2019 |
| S Twombly Llc | Glastonbury | CT | 01/2021 | 11/2021 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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