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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nichols College | Webster | MA | 01/2021 | 05/2022 |
| Home Depot | Alexandria | VA | 06/2022 | 08/2022 |
| Dcu Credit Union | Framingham | MA | 06/2021 | 08/2021 |
| Walmart | Raynham | MA | 05/2020 | 05/2021 |
| Old Colony Ymca | Taunton | MA | 01/2018 | 05/2020 |
| Good Samaritan Medical Center | Brockton | MA | 05/2017 | 05/2018 |
| Wendys | Taunton | MA | 06/2016 | 05/2017 |
| Fidelity Investments | Alexandria | VA | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-07 |
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