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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED | 2025-04-04 |
Branch Locations
155 Congress St, Boston, MA 02110-2511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Melrose | MA | 06/2017 | 09/2017 |
| Education Stations | Melrose | MA | 09/2017 | 11/2017 |
| Pine Banks Park | Malden | MA | 06/2018 | 06/2020 |
| Massachusetts Department Of Conservation And Recreation | Revere | MA | 06/2020 | 08/2021 |
| Seaboard Products | Danvers | MA | 06/2022 | 06/2022 |
| Wakefield Public Schools | Wakefield | MA | 07/2022 | 08/2022 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2019 | 05/2023 |
| Fidelity Investments | Merrimack | NH | 07/2023 | Present |
| Melrose High School | Melrose | MA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-13 |
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