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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macy'S | Nashua | NH | 07/2017 | 04/2018 |
| Santander Bank, Na | Chelmsford | MA | 02/2018 | 10/2023 |
| Jpmorgan Chase Bank | Charlottesville | VA | 04/2024 | 02/2025 |
| Unemployed | Lowell | MA | 11/2023 | 03/2024 |
| Unemployed | Barboursville | VA | 02/2025 | 04/2025 |
| J.P. Morgan Securities Llc | Charlottesville | VA | 04/2024 | 02/2025 |
| Rao Group Inc | Philadelphia | PA | 08/2016 | 06/2017 |
| Santander Securities, Llc | Chelmsford | MA | 08/2022 | 10/2023 |
| Fidelity Investments | Westlake | TX | 04/2025 | Present |
| Marshalls Distribution Center | Philadelphia | PA | 05/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-12 |
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