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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zen Property Investors Keyglee - Boston | None | MA | 01/2022 | 08/2022 |
| Boston University | Boston | MA | 09/2018 | 05/2021 |
| Mfs Investment Management | Boston | MA | 06/2020 | 08/2020 |
| Endicott College | Beverly | MA | 09/2017 | 05/2018 |
| Eversource Energy | Westwood | MA | 05/2018 | 08/2018 |
| Lacrosse Unlimited | Weymouth | MA | 03/2016 | 09/2017 |
| Thayer Academy | Braintree | MA | 09/2009 | 05/2017 |
| Fidelity Investments Llc | Westwood | MA | 12/2022 | Present |
| Unemployed | Norwell | MA | 05/2021 | 01/2022 |
| Unemployed | Norwell | MA | 08/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-18 |
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