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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-07-10 |
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2018 | 03/2019 |
| Unemployed | Wellesley | MA | 08/2016 | 01/2018 |
| Bank Of America, N.A. | Lincoln | RI | 02/2018 | 03/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 03/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-07 |
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