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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 |
| RI | 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 |
|---|---|---|---|---|
| Facet Llc | Bristol | RI | 06/2020 | 08/2020 |
| Walnut Hill School For The Arts | Natick | MA | 07/2021 | 10/2021 |
| Fessenden School | Newton | MA | 06/2019 | 08/2019 |
| Dover Squash And Fitness | Natick | MA | 06/2018 | 08/2018 |
| Connecticut College | New London | CT | 08/2017 | 05/2021 |
| Unemployed | Natick | MA | 11/2021 | 05/2022 |
| Dover-Sherborn High School | Dover | MA | 09/2013 | 06/2017 |
| Unemployed | Dover | MA | 06/2017 | 08/2017 |
| Fidelity Investments | Smithfield | RI | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-09 |
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