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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 |
Branch Locations
109 University Ave Ste 107, Westwood, MA 02090-2306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maddies Sail Loft | Marblehead | MA | 10/2016 | 07/2019 |
| Eastern Yacht Club | Marblehead | MA | 06/2018 | 08/2018 |
| Umass Amherst | Amherst | MA | 09/2019 | 05/2023 |
| Umass Amherst | Amherst | MA | 02/2021 | 11/2021 |
| Fidelity | Westwood | MA | 06/2023 | Present |
| Marblehead High School | Marblehead | MA | 09/2015 | 06/2019 |
| Marcus And Elliott Trucking | Marblehead | MA | 08/2020 | 08/2022 |
| Gam Investments: University Of Massachusetts Student Project | Amherst | MA | 08/2022 | 01/2023 |
| University Of Massachusetts | Amherst | MA | 08/2022 | 05/2023 |
| University Of Massachusetts | Amherst | MA | 08/2022 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101473|OrgNmn:Door Dash|Org Addr:Marblehead,Massachuse,US|OBA Nature:Delivering food by car to cust|Invst Rel:N|Title:Door dash driver|Duties:Delivering food.|StrtDt:08-08-23|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-21 |
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