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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 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2021 | Present |
| Self-Employed | Somerset | MA | 06/2020 | 09/2020 |
| Amazon.COm Services Inc | Taunton | MA | 09/2020 | 04/2021 |
| Self-Employed | Somerset | MA | 04/2021 | 09/2021 |
| Mass Audubon | Attleboro | MA | 07/2011 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-106453|OrgNmn:Harvard Business Publishing|Org Addr:Boston,Massachuse,US|OBA Nature:Published Magazine|Invst Rel:N|Title:Harvard Business Reivew Advisory |Duties:Providing feedback and input to shape content, perspective on ideas and share in research findings.|StrtDt:02-08-24|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
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