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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-05-21 |
Branch Locations
10 Memorial Boulevard, Providence, RI 02903-1160 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston Golf Club | Weston | MA | 05/2019 | 10/2020 |
| Nantucket Golf Club | Siasconset | MA | 05/2017 | 10/2018 |
| Fidelity Investments | Providence | RI | 01/2026 | Present |
| Ocean Reef Club | Key Largo | FL | 11/2016 | 04/2019 |
| Myopia Hunt Club | Hamilton | MA | 04/2021 | 10/2021 |
| Cold Spring Country Club | Huntington | NY | 05/2016 | 11/2016 |
| Brown Brothers Harriman | Boston | MA | 12/2023 | 01/2026 |
| Everglades Club | Palm Beach | FL | 10/2019 | 04/2020 |
| Boston Golf Club | Hingham | MA | 04/2022 | 05/2023 |
| Grove Xxiii | Hobe Sound | FL | 11/2020 | 04/2023 |
| The Country Club | Chestnut Hill | MA | 05/2023 | 12/2023 |
| Jupiter Island Club | Hobe Sound | FL | 11/2017 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-14 |
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