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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 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Shrewsbury, MA • United States
One Spartan Way, Merrimack, NH 03054-4300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cyprian Keyes Golf Course | West Boylston | MA | 04/2017 | 10/2017 |
| Cyprian Keyes Golf Course | West Boylston | MA | 03/2018 | 10/2018 |
| Cyprian Keyes Golf Course | West Boylston | MA | 03/2019 | 10/2019 |
| Cyprian Keyes Golf Course | West Boylston | MA | 03/2020 | 10/2020 |
| Cyprian Keyes Golf Course | West Boylston | MA | 03/2021 | 09/2021 |
| Azenta Life Sciences | Chelmsford | MA | 05/2022 | 09/2022 |
| Fidelity Investments | Smithfield | RI | 06/2023 | Present |
| University Of Massachusetts Amherst | Amherst | MA | 08/2019 | 06/2023 |
| St. John's High School | Shrewsbury | MA | 09/2015 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-20 |
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