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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-07 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2023 | Present |
| Umass Custodial Services | Amherst | MA | 03/2023 | 04/2023 |
| Uber Eats | Woburn | MA | 12/2022 | 01/2023 |
| Grow Global Investments | Woburn | MA | 08/2022 | 01/2023 |
| 5 College Movers | Amherst | MA | 08/2022 | 08/2022 |
| Aflac | Danvers | MA | 05/2022 | 08/2022 |
| Unemployed | Unemployed | MA | 01/2022 | 05/2022 |
| Andover Gulf | Andover | MA | 06/2020 | 01/2022 |
| Unemployed | Unemployed | MA | 06/2019 | 06/2020 |
| University Of Massachusetts Amherst | Amherst | MA | 01/2020 | 05/2023 |
| University Of Connecticut | Storrs | CT | 08/2019 | 12/2019 |
| Firehouse Subs | Woburn | MA | 10/2018 | 06/2019 |
| Unemployed | Unemployed | MA | 04/2018 | 10/2018 |
| Gables At Winchester | Winchester | MA | 11/2017 | 04/2018 |
| Unemployed | Unemployed | MA | 07/2013 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-07 |
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