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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
801 Boylston Street, Boston, MA 02116-2625 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woburn Memorial High School | Woburn | MA | 06/2015 | 06/2019 |
| On The Border Cantina | Woburn | MA | 06/2017 | 08/2019 |
| Brickyard Bar And Grille | Woburn | MA | 05/2021 | 08/2021 |
| Virtus Group Financial And Insurance Services | Providence | RI | 05/2022 | 01/2023 |
| University Of Rhode Island | Kingston | RI | 08/2019 | 05/2023 |
| Rebel Restaurants | Burlington | MA | 05/2022 | 06/2023 |
| Fidelity Investments | Merrimack | NH | 06/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-27 |
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