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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Governor'S Academy | Byfield | MA | 09/2016 | 06/2020 |
| The Ohio State University | Columbus | OH | 08/2020 | 06/2024 |
| Brooks School Summer Programs | North Andover | MA | 06/2022 | 08/2022 |
| Kingston Pizza | Kingston | RI | 07/2024 | 08/2024 |
| The Ohio State University - College Of Arts & Sciences | Columbus | OH | 08/2023 | 04/2024 |
| Cows Rock Ice Cream | North Andover | MA | 05/2020 | 06/2021 |
| Fidelity Investments | Greenwood Village | CO | 09/2024 | Present |
| New York Life Insurance Company | New York | NY | 06/2023 | 08/2023 |
| North Andover Public Schools | North Andover | MA | 09/2005 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-21 |
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