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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
50 Derby St Ste 100, Hingham, MA 02043-3740 • United States
Plymouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Rockford | IL | 06/2009 | 02/2018 |
| Td Ameritrade, Inc. | Plymouth | MA | 02/2018 | 01/2021 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 01/2021 |
| Fidelity Investments | Westwood | MA | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-27 |
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