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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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2022 | Present |
| Coast Guard House | Narragansett | RI | 04/2021 | 05/2022 |
| Pollen | Henderson | NV | 04/2021 | 04/2022 |
| Total Wine & More | Danvers | MA | 05/2021 | 09/2021 |
| Essex County Club | Manchester | MA | 05/2021 | 09/2021 |
| High Sierra Pools | Boston | MA | 06/2020 | 09/2020 |
| Myopia Hunt Club | South Hamilton | MA | 05/2019 | 09/2019 |
| Continental Pools | Burlington | MA | 05/2018 | 09/2018 |
| College Chefs | Champaign | IL | 10/2019 | 03/2020 |
| Skyzone | Danvers | MA | 01/2018 | 04/2018 |
| Singing Beach Club | Manchester | MA | 06/2017 | 09/2017 |
| Continental Pools | Burlington | MA | 06/2016 | 09/2016 |
| Beverly High School | Beverly | MA | 09/2014 | 05/2018 |
| University Of Rhode Island | Kingston | RI | 09/2018 | 05/2019 |
| University Of Rhode Island | Kingston | RI | 09/2019 | 05/2020 |
| University Of Rhode Island | Kingston | RI | 09/2020 | 05/2021 |
| University Of Rhode Island | Kingston | RI | 09/2021 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-11 |
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