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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
265 Church St One Century Tower, New Haven, CT 06510-7013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Daily Campus | Storrs | CT | 10/2021 | 05/2022 |
| Fidelity Investments | New Haven | CT | 06/2021 | 08/2021 |
| Fidelity Investments | Boston | CT | 06/2020 | 08/2020 |
| The Town Of Clinton | Clinton | CT | 06/2019 | 08/2019 |
| Clinton Country Club | Clinton | CT | 02/2018 | 08/2018 |
| Sal D's Dockside Grille | Clinton | CT | 05/2017 | 09/2017 |
| Red Barn Children's Center | Clinton | CT | 05/2016 | 09/2016 |
| Haywire Burger Bar | Westbrook | CT | 05/2016 | 09/2017 |
| Clinton Public Schools | Clinton | CT | 06/2012 | 06/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2019 |
| University Of Connecticut | Storrs | CT | 08/2019 | 05/2022 |
| Fidelity Investments | New Haven | CT | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-16 |
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