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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
| NH | RA | APPROVED | 2025-05-30 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2022 | Present |
| Unemployed | North Andover | MA | 01/2013 | 09/2016 |
| Zinga Froyo | North Andover | MA | 09/2016 | 03/2017 |
| Unemployed | North Andover | MA | 03/2017 | 09/2017 |
| Umass Lowell Intramurals | Lowell | MA | 09/2017 | 05/2018 |
| Diamond Movers | Methuen | MA | 05/2018 | 09/2018 |
| Umass Lowell Intramurals | Lowell | MA | 09/2018 | 05/2019 |
| Diamond Movers | Methuen | MA | 05/2019 | 12/2019 |
| Putnam Investments | Boston | MA | 01/2020 | 02/2020 |
| Unemployed | North Andover | MA | 02/2020 | 04/2021 |
| Harrington Movers | Andover | MA | 04/2021 | 11/2021 |
| Unemployed | North Andover | MA | 11/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-19 |
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