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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States
Westborough, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Westborough | MA | 04/2020 | 02/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Investments | Shrewsbury | MA | 03/2021 | Present |
| Fidelity Brokerage Services Llc | Smithfield | RI | 01/2008 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
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