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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
| NH | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2023 | Present |
| Primo Pizza Llc | Dracut | MA | 06/2013 | 05/2023 |
| Utility Cloud Aesc | Salem | NH | 11/2020 | 07/2021 |
| Kennedy For Ma | Lowell | MA | 05/2020 | 09/2020 |
| United States House Of Representatives | Washington | DC | 05/2019 | 05/2020 |
| University Of Massachusetts, Amherst | Amherst | MA | 08/2016 | 05/2020 |
| Dylan And Pete's Ice Cream | Lowell | MA | 06/2018 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-15 |
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