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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| MA | RA | APPROVED | 2025-11-13 |
Branch Locations
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Billerica Memorial High School | Billerica | MA | 09/2017 | 05/2021 |
| Grant Thornton Llp | Boston | MA | 06/2023 | 08/2023 |
| Granite Peak Associates | North Andover | MA | 08/2023 | 12/2023 |
| Financial Aid Services | Salem | NH | 06/2022 | 08/2022 |
| Tewksbury Public Schools | Tewksbury | MA | 04/2024 | 06/2025 |
| Bentley University | Waltham | MA | 09/2021 | 05/2022 |
| Fidelity Investments | Burlington | MA | 07/2025 | Present |
| Bentley University | Waltham | MA | 01/2024 | 04/2024 |
| Financial Aid Services | Salem | NH | 06/2021 | 08/2021 |
| Fidelity Investments | Merrimack | NH | 06/2024 | 08/2024 |
| Granite Peak Associates | Arlington | MA | 10/2022 | 06/2023 |
| Bentley University | Waltham | MA | 09/2022 | 10/2022 |
| Marshall Middle School | Billerica | MA | 06/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-23 |
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