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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
| RI | RA | APPROVED | 2026-03-04 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Pittsfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education First | Cambridge | MA | 10/2021 | 08/2024 |
| General Dynamics | Pittsfield | MA | 05/2019 | 01/2020 |
| Regreen Springfield | Springfield | MA | 06/2018 | 04/2019 |
| University Of Massachusetts | Amherst | MA | 02/2018 | 04/2018 |
| Delaware North | Boston | MA | 11/2021 | 02/2022 |
| University Of Massachusetts | Amherst | MA | 09/2017 | 05/2021 |
| Fidelity Investments | Smithfield | RI | 09/2024 | Present |
| Pittsfield High School | Pittsfield | MA | 09/2013 | 09/2017 |
| Mullins Center | Amherst | MA | 03/2019 | 04/2019 |
| Unemployed | Pittsfield | MA | 06/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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