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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-14 |
| NY | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellesley High School | Wellesley | MA | 09/2012 | 06/2017 |
| Bruegger'S Bagels | Wellesley | MA | 10/2016 | 06/2017 |
| Metropolis Of Boston Camp | Contoocook | NH | 06/2017 | 06/2018 |
| Metropolis Of Boston Camp | Contoocook | NH | 06/2018 | 12/2020 |
| Ionian Village | Bartholomio | 06/2019 | 08/2019 | |
| Metropolis Of Boston Camp | Contoocook | NH | 12/2020 | 03/2022 |
| Metropolis Of Boston Basketball League | Brookline | MA | 12/2021 | 03/2022 |
| St. Methodios Faith And Heritage Center | Contoocook | NH | 03/2022 | 03/2022 |
| Fidelity Investments | Merrimack | NH | 04/2022 | Present |
| St. Demetrios Greek Orthodox Church | Weston | MA | 09/2021 | 03/2022 |
| University Of New Hampshire | Durham | NH | 09/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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