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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 | 2025-03-31 |
Branch Locations
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wild Willy's Burger's | Quincy | MA | 11/2015 | 11/2016 |
| Crow's Landing | Hingham | MA | 12/2015 | 09/2017 |
| Perch 143 | Cohasset | MA | 01/2017 | 08/2017 |
| Magic Memories | Avon | MA | 12/2019 | 12/2019 |
| Merrimack College | Andover | MA | 03/2018 | 01/2020 |
| Bello Welsh Llp | Boston | MA | 06/2018 | 08/2019 |
| Arcare | Arkansas | KS | 04/2020 | 06/2020 |
| 21St Amendment | Boston | MA | 12/2019 | 05/2020 |
| Alba 53 | Hanover | MA | 08/2020 | 09/2021 |
| Un-Employed | Weymouth | MA | 09/2017 | 03/2018 |
| Fidelity Investments | Weymouth | MA | 12/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-16 |
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