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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bestgen Wealth Management | Braintree | MA | 06/2022 | 01/2023 |
| Boston Premier Wealth | Hanover | MA | 06/2021 | 08/2021 |
| Dixon Associates | Duxbury | MA | 09/2020 | 01/2021 |
| Endicott College Van Loan School | Beverly | MA | 08/2021 | 05/2022 |
| Endicott College | Beverly | MA | 08/2017 | 05/2021 |
| Burke Distributing | Randolph | MA | 05/2019 | 08/2019 |
| Marshfield Lifeguard | Marshfield | MA | 05/2016 | 08/2018 |
| Marshfield High School | Marshfield | MA | 08/2013 | 06/2017 |
| Lighthouse Liquors (Part-Time Work) | Beverly | MA | 10/2021 | 01/2022 |
| Fidelity Investments | Hingham | MA | 05/2023 | Present |
| Unemployed | Marshfield | MA | 02/2023 | 04/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-12 |
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