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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
900 Salem Street, Smithfield, RI 02917-1243 • United States
West Roxbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Public Schools | Boston | MA | 04/2023 | 07/2023 |
| University Of Alabama - Smp | Tuscaloosa | AL | 08/2021 | 09/2021 |
| Staples | Framingham | MA | 05/2022 | 08/2022 |
| Wegmans | Westwod | MA | 03/2018 | 05/2022 |
| Kings Kitchen | Tuscaloosa | AL | 08/2020 | 02/2021 |
| K And K Interior/Exterior Cleaning Services | Tuscaloosa | AL | 08/2020 | 02/2021 |
| University Of Alabama | Tuscaloosa | AL | 02/2020 | 03/2020 |
| Massachusetts Department Of Conservation And Recreation | Boston | MA | 05/2019 | 08/2019 |
| Golden Oak Capital Lcc | Vienna | VA | 02/2021 | 06/2021 |
| The University Of Alabama | Tuscaloosa | AL | 08/2018 | 12/2022 |
| Wellesley High School | Wellesley | MA | 08/2014 | 05/2018 |
| Unemployed | Boston | MA | 08/2022 | 04/2023 |
| Fidelity Investments | Smithfeild | RI | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-04 |
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