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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wels Fargo Bank, Na | Meriden | CT | 09/2014 | 05/2020 |
| Wells Fargo Advisors, Llc | Meriden | CT | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Meriden | CT | 11/2016 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Hartford | CT | 05/2020 | 04/2021 |
| Bank Of America, N.A. | West Hartford | CT | 05/2020 | 04/2021 |
| Fidelity Investments | Merrimack | NH | 04/2021 | 07/2022 |
| Janney Montgomery Scott Llc | Westbrook | CT | 07/2022 | 03/2023 |
| Fidelity Investments | Merrimack | CT | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-06 |
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