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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
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 |
|---|---|---|---|---|
| Stoughton Ice Center | Stoughton | MA | 11/2017 | 02/2019 |
| Cohasset Golf Club | Cohasset | MA | 06/2018 | 08/2020 |
| National Grid | Waltham | MA | 06/2021 | 08/2021 |
| Rsm | Boston | MA | 06/2022 | 08/2022 |
| Bentley University | Waltham | MA | 09/2019 | 05/2023 |
| Unemployed | Stoughton | MA | 06/2013 | 11/2017 |
| Fidelity Investments | Westwood | MA | 06/2023 | Present |
| Thayer Academy | Braintree | MA | 09/2016 | 05/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
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