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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Unemployed | Hingham | MA | 05/2020 | 03/2021 |
| Fox Rock Properties | Quincy | MA | 05/2019 | 08/2019 |
| L. Knife & Son (Sheehan Family Company) | Kingston | MA | 05/2018 | 09/2018 |
| Granite Telecommunications | Quincy | MA | 03/2017 | 08/2017 |
| Fidelity Investments | Merrimack | NH | 03/2021 | Present |
| Full Time Student | Durham | NH | 08/2016 | 03/2017 |
| Full Time Student | Durham | NH | 08/2017 | 05/2018 |
| Full Time Student | Durham | NH | 09/2018 | 05/2019 |
| Full Time Student | Durham | NH | 08/2019 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-22 |
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