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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-16 |
| NH | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kettlebrook Golf Club | Paxton | MA | 06/2024 | 08/2024 |
| Student | Paxton/Holden | MA | 05/2007 | 07/2017 |
| Shaws Grocery Stores | Worcester | MA | 06/2018 | 06/2023 |
| Zephyr Rugs | Northampton | MA | 02/2023 | 07/2024 |
| Student | Holden | MA | 11/2017 | 06/2018 |
| Unemployed | Paxton | MA | 08/2024 | 10/2024 |
| Fidelity Investments | Merrimack | NH | 10/2024 | Present |
| Cvs | North Grafton | MA | 06/2023 | 08/2023 |
| Sunset Pizza | Amherst | MA | 02/2022 | 05/2022 |
| Spirit Halloween | Northborough | MA | 07/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
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