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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| 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 |
|---|---|---|---|---|
| Qci Engineering | Seekonk | MA | 07/2018 | 08/2020 |
| Ymca | North Attleboro | MA | 06/2021 | 08/2022 |
| Fidelity Investments | Smithfield | RI | 05/2023 | Present |
| Camp Shamrock | Attleboro | MA | 07/2017 | 07/2017 |
| Usa Hockey | Framingham | MA | 11/2018 | 04/2019 |
| Stonehill College | Easton | MA | 08/2020 | 05/2023 |
| Bishop Feehan Highschool | Attleboro | MA | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-11 |
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