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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 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunkin Donuts | Upton | MA | 05/2017 | 08/2017 |
| Urban Air | Bellingham | MA | 05/2018 | 08/2018 |
| Dunkin Donuts | Milford | MA | 05/2019 | 08/2019 |
| Instacart | Hopkinton | MA | 05/2020 | 08/2020 |
| Amazon | Milford | MA | 05/2021 | 08/2021 |
| Doordash | Milford | MA | 06/2020 | 03/2022 |
| Fidelity Investments | Smithfield | RI | 05/2022 | Present |
| Saint John's High School | Shrewsbury | MA | 09/2015 | 02/2017 |
| Milford High School | Milford | MA | 03/2017 | 05/2019 |
| Stonehill College | Easton | MA | 09/2019 | 05/2022 |
| College Truckers | Brooklyn | NY | 07/2020 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-09 |
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