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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-08-31 |
| MA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
50 Derby St Ste 100, Hingham, MA 02043-3740 • United States
North Weymouth, MA • United States
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2020 | 06/2020 |
| Northwestern Mutual Investment Services, Llc | Boston | MA | 04/2018 | 08/2018 |
| Quinnipiac Polling Institute | Hamden | CT | 10/2017 | 05/2019 |
| Boston Harbor Cruises | Hingham | MA | 05/2019 | 08/2019 |
| Quinnipiac University | Hamden | CT | 09/2016 | 05/2020 |
| Boston College High School | Boston | MA | 09/2012 | 09/2016 |
| Equitable Advisors, Llc | New York | NY | 01/2020 | 03/2022 |
| Fidelity Investments | Hingham | MA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-23 |
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