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One Federal Street 19Th Floor, Boston, MA 02110-2003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-07 |
Branch Locations
One Federal Street 19Th Floor, Boston, MA 02110-2003 • United States
One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
One Federal Street 19Th Floor, Boston, MA 02110 • United States
One Federal Street 19Th Floor, Boston, MA 02110 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Braintree | MA | 01/2012 | 12/2016 |
| Fidelity Brokerage Services Llc | Boston | MA | 05/2018 | 01/2025 |
| Windham Capital Management Llc | Boston | MA | 01/2017 | 05/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2025 |
| Moors Cabot Inc | Boston | MA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-04 |
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