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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 |
Branch Locations
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
Quincy, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Plainville | MA | 09/2016 | 05/2018 |
| Barnum Financial Group | Warwick | RI | 06/2017 | 08/2017 |
| Bdl Heating & Cooling | North Attleboro | MA | 06/2014 | 09/2016 |
| The Tavern At Wrentham | Wrentham | MA | 12/2013 | 12/2016 |
| Bryant University | Smithfield | RI | 09/2014 | 05/2018 |
| Fidelity Investments | Westwood | MA | 08/2019 | Present |
| Ameriprise Financial Services, Inc. | Plainville | MA | 06/2018 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
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