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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Framingham | MA | 07/2023 | Present |
| Student | Clemson | MA | 08/2022 | 05/2023 |
| Koopman Lumber | Sharon | MA | 06/2019 | 08/2021 |
| Student | Clemson | SC | 08/2021 | 05/2022 |
| Fidelity Investments | Framingham | MA | 06/2022 | 08/2022 |
| Incontro Restaurant | Franklin | MA | 06/2018 | 08/2018 |
| Student | Attleboro | MA | 09/2018 | 05/2019 |
| Student | Norfolk | MA | 09/2007 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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