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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States
Westborough, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dhl E Commerce | Westborough | MA | 11/2019 | 12/2019 |
| Autism Learning Partners | Worcester | MA | 04/2019 | 08/2019 |
| Unibank | Whitinsville | MA | 12/2016 | 07/2017 |
| Westborough School District | Westborough | MA | 03/2019 | 10/2019 |
| Santander Bank, Na | Boston | MA | 12/2019 | 01/2024 |
| Unemployed | Westborough | MA | 11/2011 | 11/2016 |
| Fidelity Investments | Shrewsbury | MA | 01/2024 | Present |
| Unemployed | Westborough | MA | 07/2017 | 04/2019 |
| Santander Securities, Llc | Dorchester | MA | 03/2022 | 09/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
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