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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stop And Shop | Stoneham | MA | 07/2015 | 07/2021 |
| Showcase Cinemas | Woburn | MA | 07/2017 | 08/2018 |
| Mass Eye And Ear | Boston | MA | 07/2019 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 06/2022 | Present |
| Stoneham High School | Stoneham | MA | 08/2014 | 05/2018 |
| Bentley University | Waltham | MA | 09/2018 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-29 |
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