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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-02 |
| NH | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fairfield | CT | 03/2023 | 07/2023 |
| Securitas | Shrewsbury | MA | 05/2021 | 08/2021 |
| Unemployed | Holden | MA | 09/2021 | 05/2022 |
| Triumvirate Environmental | Somerville | MA | 07/2023 | 05/2025 |
| Sally'S Abizza | Fairfield | CT | 12/2022 | 03/2023 |
| Berkley Accident And Health | Marlborough | MA | 06/2022 | 08/2022 |
| Unemployed | Holden | MA | 08/2022 | 11/2022 |
| Unemployed | Holden | MA | 05/2015 | 05/2021 |
| Fidelity Investments | Merrimack | NH | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-02 |
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