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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 05/2026 | Present |
| Fidelity Investments | Smithfield | RI | 09/2023 | 05/2026 |
| South Shore Health | Weymouth | MA | 10/2020 | 04/2023 |
| United States Marine Corps Reserve | Devens | MA | 06/2018 | 09/2023 |
| Mia Regazza | Marshfield | MA | 03/2019 | 05/2019 |
| Roche Bros. Supermarkets | Marshfield | MA | 04/2014 | 03/2018 |
| Bridgewater State University | Bridgewater | MA | 09/2020 | 05/2023 |
| Marshfield High School | Marshfield | MA | 09/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-20 |
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