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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 |
| NH | 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 |
|---|---|---|---|---|
| The Dolben Company | Woburn | MA | 05/2021 | 08/2023 |
| Forest City Trading Group, Seaboard International Forest Product | Nashua | NH | 01/2023 | 05/2023 |
| Mission First Consulting | Beverly | MA | 06/2019 | 08/2019 |
| Department Of Public Works, Swampscott | Swampscott | MA | 06/2018 | 08/2018 |
| Marked 4 Limited Liability Company | Lowell | MA | 06/2017 | 06/2018 |
| The Cummings Center | Beverly | MA | 06/2019 | 01/2021 |
| Event Aces | New York | NY | 05/2023 | 05/2023 |
| Saint Anselm College | Manchester | NH | 08/2019 | 05/2023 |
| Fidelity Investments | Merrimack | NH | 08/2023 | Present |
| Swampscott High School | Swampscott | MA | 08/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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