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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timberland Construction | Cheshire | CT | 09/2011 | 09/2021 |
| Core Training Academy | Orange | CT | 05/2019 | 09/2021 |
| Babson College | Wellesley | MA | 09/2018 | 05/2019 |
| Lasell College | Newton | MA | 09/2016 | 05/2019 |
| Live Nation | Wallingford | CT | 09/2015 | 12/2019 |
| Uber | Cheshire | CT | 04/2020 | 09/2021 |
| Grubhub | Cheshire | CT | 04/2020 | 09/2021 |
| Fidelity Investments | Merrimack | NH | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110158|OrgNmn:Ebay |Org Addr:San Jose ,California,US|OBA Nature:Reselling|Invst Rel:N|Title:Reseller |Duties:selling items on ebay, shoes, novalties, etc. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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