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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Health | Braintree | MA | 06/2022 | 08/2022 |
| Landmark Public House | Dorchester | MA | 06/2021 | 06/2023 |
| Usa Hockey | Colorado Springs | CO | 10/2017 | 06/2023 |
| O'SUllivan Hockey Skills | Dorchester | MA | 09/2017 | 06/2023 |
| Boston Golf Club | Hingham | MA | 06/2021 | 08/2021 |
| Wollaston Golf Club | Milton | MA | 06/2016 | 08/2022 |
| The Boys And Girls Club Of Dorchester | Dorchester | MA | 06/2019 | 08/2019 |
| Providence College | Providence | RI | 04/2022 | 06/2023 |
| Fidelity Investments | Smithfield | RI | 07/2023 | Present |
| Boston College High School | Boston | MA | 08/2015 | 05/2019 |
| Providence College | Providence | RI | 08/2019 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-22 |
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