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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Medford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Robin Gourtmet Burgers, Inc. | Woburn | MA | 05/2018 | 09/2018 |
| United Parcel Service (Ups) | Lynnfield | MA | 12/2018 | 02/2019 |
| Marist College | Poughkeepsie | NY | 02/2018 | 05/2019 |
| Digital Federal Credit Union | Chelmsford | MA | 05/2019 | 09/2020 |
| Fidelity Investments | Merrimack | NH | 09/2021 | Present |
| Austin Preparatory School | Reading | MA | 09/2011 | 05/2017 |
| Marist College | Poughkeepsie | NY | 08/2017 | 05/2021 |
| Unemployed | Reading | MA | 02/2016 | 05/2017 |
| Unemployed | Reading | MA | 05/2021 | 09/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-10 |
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