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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | 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 |
|---|---|---|---|---|
| Crosscountry Mortgage | Quincy | MA | 07/2019 | 11/2022 |
| Prosper Marketplace | Phoenix | AZ | 01/2017 | 04/2017 |
| Chipotle | Scottsdale | AZ | 09/2017 | 12/2017 |
| Loan Depot | Walpole | MA | 05/2016 | 12/2016 |
| Uber | Tempe | AZ | 12/2017 | 04/2019 |
| Unemployed | North Providence | RI | 11/2022 | 03/2023 |
| Fidelity Investments | Smithfield | RI | 03/2023 | Present |
| Unemployed | Tempe | AZ | 05/2017 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-28 |
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