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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
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 |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc | Boston | MA | 08/2015 | 10/2019 |
| Ameriprise Financial Services, Inc | Canton | MA | 11/2019 | 03/2020 |
| Citizens Securities, Inc | Canton | MA | 06/2020 | 06/2021 |
| Citizens Bank | Quincy | MA | 06/2020 | 06/2021 |
| Fidelity Investments | Chestnut Hill | MA | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-08 |
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