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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-12 |
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One North Lasalle Street, Chicago, IL 60602-3902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Camp Tevya | Brookline | NH | 06/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 05/2024 | Present |
| Guardian Life Insurance Company | Needham | MA | 05/2023 | 04/2024 |
| Park Avenue Securities | Needham | MA | 06/2023 | 04/2024 |
| Framingham High School | Framingham | MA | 09/2015 | 08/2019 |
| The Goat Riversouth | Columbus | OH | 05/2022 | 08/2022 |
| The Ohio State University | Columbus | OH | 08/2019 | 05/2022 |
| The Ohio State University | Columbus | OH | 08/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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