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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
| NH | 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 |
|---|---|---|---|---|
| Naukabout Beer Company | Mashpee | MA | 04/2021 | 09/2022 |
| Silver Unicorn Jewelry | South Yarmouth | MA | 05/2017 | 03/2020 |
| Crossroads Productions Llc | Fiskdale | MA | 02/2023 | 02/2023 |
| Octopus Creative Group | New York | NY | 12/2022 | 12/2022 |
| Unemployed | Sandwich | MA | 09/2022 | 03/2023 |
| Unemployed | Sandwich | MA | 03/2020 | 04/2021 |
| University Of New Hampshire | Durham | NH | 08/2015 | 05/2019 |
| Fidelity Investments | Merrimack | NH | 04/2023 | Present |
| Octopus Creative Group | New York | NY | 09/2022 | 09/2022 |
| 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 | 2023-09-27 |
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