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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holy Name Central Catholic Jr-Sr High School | Worcester | MA | 08/2012 | 06/2018 |
| Saint Matthews Church | Southborough | MA | 06/2017 | 08/2017 |
| University Of Massachusetts-Amherst | Amherst | MA | 08/2018 | 06/2022 |
| Umass Amherst Football Team | Amherst | MA | 08/2018 | 01/2021 |
| Holden Hills Country Club | Jefferson | MA | 03/2019 | 09/2020 |
| Fidelity Investments | Boston | MA | 06/2021 | 08/2021 |
| Fidelity Investments | Smithfield | RI | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-03 |
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