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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | 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 |
|---|---|---|---|---|
| Citizens Bank | Newtonville | MA | 06/2014 | 02/2017 |
| Citizens Securities, Inc | Newtonville | MA | 02/2017 | 03/2018 |
| Eastern Bank | Watertown | MA | 04/2018 | 08/2018 |
| Bank Of America | Waban | MA | 09/2018 | 11/2021 |
| Jpmorgan & Chase | Newton | MA | 11/2021 | 07/2022 |
| Fidelity Investments | Merrimack | NH | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-06 |
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