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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| MA | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Lewisburg | PA | 08/2023 | 06/2024 |
| Unemployed | Lewisburg | PA | 08/2024 | 07/2025 |
| Top Dog Restaurant | Rockport | MA | 06/2020 | 08/2020 |
| Unemployed | Rockport | MA | 07/2015 | 06/2020 |
| Fidelity Investments | Boston | MA | 08/2025 | Present |
| Lobsterman | Rockport | MA | 06/2021 | 08/2021 |
| Unemployed | Lewisburg | PA | 08/2021 | 06/2022 |
| Unemployed | Lewisburg | PA | 08/2022 | 06/2023 |
| Unemployed | Rockport | MA | 08/2020 | 06/2021 |
| Granite Pier Association | Rockport | MA | 06/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 06/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-20 |
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