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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-07 |
| TX | RA | APPROVED | 2025-05-21 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
Essex, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tj Maxx | Westerly | RI | 06/2020 | 08/2020 |
| Tj Maxx | Westerly | RI | 05/2021 | 07/2021 |
| Unemployed | Cheshire | CT | 06/2017 | 08/2017 |
| Franklin Templeton | Andover | MA | 01/2024 | 02/2024 |
| Fidelity Investments | Merrimack | NH | 02/2024 | Present |
| Putnam Investments | Andover | MA | 07/2023 | 12/2023 |
| Mercy High School | Middletown | CO | 09/2016 | 08/2017 |
| Mercy High School | Middletown | CT | 09/2017 | 06/2018 |
| Unemployed | Cheshire | CT | 06/2023 | 06/2023 |
| Tj Maxx | Westerly | RI | 06/2018 | 08/2018 |
| Providence College Full-Time Student | Provience | RI | 08/2019 | 05/2023 |
| Mery High School | Middletown | CT | 09/2018 | 05/2019 |
| Tj Maxx | Westerly | RI | 06/2019 | 08/2019 |
| Ocean House- Weekapaug Inn Restaurant | Westerly | RI | 07/2021 | 08/2021 |
| Harbor Capital Advisors Inc | Boston | MA | 05/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-03 |
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