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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
North Reading, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc. | Merrimack | NH | 07/2015 | 10/2017 |
| None | Boston | MA | 10/2017 | 12/2017 |
| John Hancock Funds, Llc | Boston | MA | 12/2017 | 09/2022 |
| John Hancock | Boston | MA | 12/2017 | 09/2022 |
| John Hancock Advisers, Llc | Boston | MA | 11/2018 | 09/2022 |
| Fidelity Investments | Framingham | MA | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-03 |
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