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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Atlantic Highlands, NJ • United States
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New York | NY | 02/2023 | Present |
| Unemployment | Atlantic Highlands | NJ | 02/2021 | 01/2023 |
| Southcoast Health | New Bedford | MA | 10/2019 | 01/2022 |
| Fall River Fire Department- Ems Division | Fall River | MA | 01/2019 | 05/2020 |
| Warren Fire Department- Rescue Squad | Warren | RI | 11/2016 | 11/2021 |
| Ymca Of Greater Providence | Barrington | RI | 06/2016 | 04/2017 |
| Steward Health Care System | Boston | MA | 01/2021 | 04/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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