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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-23 |
| NH | 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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2022 | Present |
| Stop It Goaltending | Woburn | MA | 06/2012 | 10/2022 |
| Saint Anselm College | Goffstown | NH | 08/2018 | 05/2022 |
| Phillips Andover | Andover | MA | 09/2014 | 06/2018 |
| Daccer Designs | North Andover | MA | 07/2019 | 03/2020 |
| The Greatness Labs | Woburn | MA | 05/2022 | 07/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-13 |
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