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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 |
| 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 | 12/2022 | Present |
| All Renewable Energy Inc | Newton | MA | 09/2022 | 09/2022 |
| Advarra Inc | Wellesley | MA | 04/2022 | 08/2022 |
| Woodland Golf Club | Watertown | MA | 07/2020 | 04/2022 |
| Boston University | Boston | MA | 09/2018 | 05/2020 |
| University Of Massachusetts Amherst | Amherst | MA | 01/2016 | 05/2018 |
| Woodland Golf Club | Watertown | MA | 06/2016 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-04 |
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