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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
265 Church St One Century Tower, New Haven, CT 06510-7013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guilford Mooring | Guilford | CT | 06/2020 | 08/2020 |
| Guilford Mooring | Guilford | CT | 05/2021 | 08/2021 |
| Fidelity Investments | New Haven | CT | 06/2022 | 08/2022 |
| Madison School For Young Children | Madison | CT | 04/2017 | 09/2018 |
| Beach Park Pool | Clinton | CT | 06/2018 | 09/2018 |
| Fidelity Investments | New Haven | CT | 01/2023 | Present |
| Clemson University | Clemson | SC | 08/2019 | 12/2022 |
| Daniel Hand High School | Madison | CT | 09/2015 | 06/2019 |
| Unemployed | Madison | CT | 06/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-114234|OrgNmn:Poshmark|Org Addr:Madison,Connecticu,US|OBA Nature:Reselling|Invst Rel:N|Title:Seller|Duties:None.|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-96525|OrgNmn:Babysitting|Org Addr:Madison,Connecticu,US|OBA Nature:Babysitting a local family in |Invst Rel:N|Title:Babysitter|Duties:Dates and times vary. Usually once a week (after work or on weekends) for a few hours. Feed kids and put them to bed.|StrtDt:02-14-23|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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