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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MA | RA | APPROVED | 2025-09-17 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pine Straw | Ma | MA | 01/2015 | 08/2019 |
| Lululemon | Ma | MA | 12/2024 | 01/2025 |
| Ethos Hospitality Group - Townhall Columbus | Oh | OH | 08/2021 | 05/2022 |
| The Greater Boston School Of Dance | Ma | MA | 10/2024 | 01/2025 |
| Fidelity Investments | Framingham | MA | 02/2025 | Present |
| Student | Columbus | OH | 09/2017 | 05/2021 |
| Due Amici | Oh | OH | 05/2022 | 08/2022 |
| Unemployed | Wellesley | MA | 11/2024 | 12/2024 |
| Vertafore | Oh | OH | 08/2022 | 10/2024 |
| Ethos Hospitality Group - Townhall Short North/Mandrake Rooftop | Oh | OH | 02/2021 | 09/2024 |
| Js Adl Llc | Columbus | OH | 05/2022 | 09/2022 |
OBA-119028|OrgNmn:Babysitting|Org Addr:Wellesley,Massachuse,US|OBA Nature:Babysitting|Invst Rel:N|Title:Babysitter|Duties:Babysitting for 2 families periodically in Wellesley, MA and Dover, MA. |StrtDt:05-03-25|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-05 |
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