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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 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Carlisle, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Mason University | Fairfax | VA | 08/2016 | 12/2017 |
| New York Life Insurance Co. | Waltham | MA | 01/2018 | 02/2019 |
| Nylife Securities Llc | Waltham | MA | 03/2018 | 02/2019 |
| Santander Bank, Na | Boston | MA | 07/2019 | 09/2024 |
| Santander Securities, Llc | Dorchester | MA | 07/2019 | 09/2024 |
| Unemployed | Carlisle | MA | 03/2019 | 06/2019 |
| Fidelity Investments | Merrimack | NH | 09/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-16 |
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