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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Providence, RI • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teamworks | Acton | MA | 06/2019 | 09/2021 |
| Wheaton College | Norton | MA | 09/2020 | 05/2021 |
| Massachusetts Youth Soccer Association | Littleton | MA | 07/2018 | 01/2021 |
| Littleton, Ma Youth Basketball Association | Littleton | MA | 11/2017 | 01/2019 |
| Littleton Public Schools | Littleton | MA | 12/2011 | 05/2017 |
| Wheaton College | Norton | MA | 08/2017 | 05/2021 |
| Fidelity Investments | Merimack | NH | 12/2021 | Present |
| Unemployment | Littleton | MA | 06/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-11 |
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