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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
Auburn, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Portland | ME | 04/2023 | Present |
| Ups | Auburn | ME | 09/2022 | 03/2023 |
| University Of Michigan | Ann Arbor | MI | 09/2021 | 06/2022 |
| Bates College | Lewiston | ME | 08/2016 | 09/2021 |
| Ll Bean | Freeport | ME | 05/2018 | 09/2018 |
| Ll Bean | Freeport | ME | 05/2019 | 09/2019 |
| Ups | Auburn | ME | 06/2020 | 08/2021 |
| Unemployed | Auburn | ME | 07/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
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