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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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2023 | 09/2024 |
| South East Realty | Leominster | MA | 08/2022 | 12/2022 |
| Putnam Investments | Kansas City | MO | 12/2021 | 08/2022 |
| South East Realty | Leominster | MA | 03/2020 | 12/2021 |
| University Of Massachusetts Lowell | Lowell | MA | 09/2019 | 03/2020 |
| Fidelity Co-Op Bank | Shirley | MA | 03/2019 | 09/2019 |
| Il Forno Restaurant | New York | NY | 06/2019 | 09/2019 |
| University Of Massachusetts Lowell | Lowell | MA | 09/2018 | 05/2019 |
| Adventure Kids | Leominster | MA | 06/2014 | 09/2018 |
| Unemployed | Leominster | MA | 12/2022 | 02/2023 |
| Fidelity Investments | Merrimack | NH | 09/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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