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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
801 Boylston Street, Boston, MA 02116-2625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Benefits And Financial Group | Wakefield | MA | 12/2015 | 01/2017 |
| Fidelity Brokerage Services, Llc | Merrimack | NH | 06/2017 | Present |
| Bucknell University | Lewisburg | MA | 08/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-20 |
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