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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
13A W 61St St, New York, NY 10023-0000 • United States
820 Constitution Avenue, Littleton, MA 01460-1137 • United States
Port Washington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Carlisle Youth Football | Concord | MA | 09/2017 | 11/2019 |
| Fidelity Investments | Littleton | MA | 09/2024 | Present |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2024 |
| Nashawtuc Country Club | Concord | MA | 05/2021 | 08/2021 |
| Thoreau Club | Concord | MA | 06/2017 | 09/2018 |
| Stow Acres Country Club | Stow | MA | 04/2022 | 08/2022 |
| Northwestern Mutual | Wellesley | MA | 05/2023 | 11/2023 |
| Gentle Giant Moving Company | Acton | MA | 05/2024 | 09/2024 |
| Concord Carlisle High School | Concord | MA | 06/2017 | 05/2020 |
| The Fenn School | Concord | MA | 06/2015 | 06/2017 |
| Unemployed | Concord | MA | 05/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-16 |
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