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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-20 |
| MA | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Managent | Burlington | MA | 05/2024 | 08/2024 |
| Student | Chestnut Hill | MA | 07/2015 | 06/2017 |
| Student | Chestnut Hill | MA | 08/2022 | 07/2023 |
| Boston College Carroll School Of Management | Chestnut Hill | MA | 01/2024 | 05/2024 |
| Student | Chestnut Hill | MA | 08/2021 | 06/2022 |
| Student | Chestnut Hill | MA | 08/2023 | 01/2024 |
| Boston College Carroll School Of Management | Chestnut Hill | MA | 08/2024 | 05/2025 |
| The Goldenrod | York | ME | 06/2017 | 08/2021 |
| Fidelity Investments | Danvers | MA | 07/2025 | Present |
| Unemployed | Winchester | MA | 05/2025 | 07/2025 |
| Cliff House Maine | Cape Neddick | ME | 06/2022 | 08/2022 |
| Convenientmd Urgent Care | Portsmouth | NH | 07/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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