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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
Stamford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 06/2022 | Present |
| Tulane University | New Orleans | LA | 08/2021 | 06/2022 |
| Tru Inc. | Natick | MA | 06/2021 | 08/2021 |
| Tulane University | New Orleans | LA | 08/2020 | 05/2021 |
| Unemployed | Unemployed | MA | 05/2020 | 08/2020 |
| Tulane University | New Orleans | LA | 08/2019 | 05/2020 |
| Copeland Chevrolet | Brockton | MA | 06/2019 | 08/2019 |
| Charles Services Group | Boston | MA | 05/2019 | 06/2019 |
| Tulane University | New Orleans | LA | 08/2018 | 05/2019 |
| Charles Services Group | Boston | MA | 06/2018 | 08/2018 |
| Belmont Hill School | Belmont | MA | 08/2017 | 06/2018 |
| Battle Road Brewhouse | Maynard | MA | 06/2017 | 08/2017 |
| Belmont Hill School | Belmont | MA | 08/2016 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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