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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 |
|---|---|---|---|---|
| Unemployed | Woburn | MA | 08/2013 | 05/2017 |
| West Marine | Woburn | MA | 05/2017 | 08/2017 |
| Target | Woburn | MA | 08/2017 | 09/2022 |
| Shaw'S Supermarkets | Easton | MA | 01/2020 | 03/2022 |
| Kitty Hawk Surf Co. | Nags Head | NC | 05/2022 | 08/2022 |
| Texas Roadhouse | Brockton | MA | 09/2022 | 07/2023 |
| Fidelity Investments | Merrimack | NH | 08/2023 | 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 | 2023-11-08 |
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