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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-29 |
| NH | RA | APPROVED | 2025-04-08 |
| TX | RA | APPROVED | 2025-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of The Holy Cross | Worcester | MA | 08/2018 | 06/2022 |
| Fidelity Investments | Merrimack | NH | 07/2022 | Present |
| Shelton High School | Shelton | CT | 09/2014 | 06/2018 |
| Total Tennis And Fitness Llc | Norwalk | CT | 08/2020 | 01/2021 |
| Bayview Improvement Association | Milford | CT | 06/2019 | 08/2019 |
| Bayview Improvement Association | Milford | CT | 06/2020 | 08/2020 |
| Edgewood Bath And Tennis, Llc | Middlebury | CT | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
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