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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| 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 |
|---|---|---|---|---|
| Dunkin' Donuts | Boston | MA | 12/2018 | 03/2019 |
| Amc Management- Dunkin' | Lynn | MA | 05/2015 | 12/2018 |
| Hms Host- Starbucks | Boston | MA | 04/2019 | 11/2022 |
| English High School | Lynn | MA | 09/2013 | 06/2018 |
| Nordstrom | Peabody | MA | 12/2022 | 05/2023 |
| Sephora | Burlington | MA | 09/2024 | 10/2024 |
| Fidelity Investments | Merrimack | NH | 10/2024 | Present |
| Unmployed | Lynn | MA | 05/2024 | 09/2024 |
| Putnam Investments | Andover | MA | 12/2022 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-05 |
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