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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-15 |
| RI | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED | 2025-09-30 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon- Sortation Warehouse| | Northborough | MA | 06/2021 | 11/2022 |
| Hopkinton Public Schools | Hopkinton | MA | 02/2013 | 06/2019 |
| Unemployed | N/A | MA | 05/2024 | 07/2024 |
| Wheaton College | Norton | MA | 09/2020 | 05/2024 |
| Hopkinton Little League | Ma | MA | 05/2019 | 08/2020 |
| Wheaton College | Norton | MA | 11/2022 | 05/2024 |
| Fidelity Investments | Smithfield | RI | 07/2024 | Present |
| Northwestern Mutual | Rockland | MA | 05/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-23 |
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