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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
Melrose, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amherst College | Amherst | MA | 09/2022 | 05/2023 |
| Amherst College | Amherst | MA | 08/2019 | 05/2023 |
| Partners Personnel | Santa Barbara | CA | 06/2022 | 08/2022 |
| Unemployed | Melrose | MA | 08/2018 | 03/2019 |
| Bellevue Golf Club | Melrose | MA | 05/2021 | 09/2021 |
| Vikings Baseball | Saugus | MA | 03/2019 | 08/2020 |
| Morrison Mahoney Llp | Boston | MA | 05/2018 | 08/2019 |
| Department Of Conservation & Recreation | Melrose | MA | 05/2018 | 08/2018 |
| Mount Hood Golf Club | Melrose | MA | 03/2019 | 06/2020 |
| Melrose Department Of Public Works | Melrose | MA | 05/2017 | 08/2017 |
| Thomas Flanagan | Middleton | MA | 06/2023 | 09/2023 |
| Unemployed | Melrose | MA | 01/2013 | 05/2017 |
| Holderness School | Plymouth | NH | 01/2016 | 05/2018 |
| Fidelity Investments | Merrimack | NH | 09/2023 | Present |
| Ibew Local 134 | Chicago | IL | 09/2020 | 11/2020 |
| Builtworlds | Chicago | IL | 06/2022 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-103160|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Food delivery|Invst Rel:N|Title:Dasher|Duties:Independent contract |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-128208|OrgNmn:Crovo Sports|Org Addr:Danvers,Massachuse,US|OBA Nature:AAU baseball program |Invst Rel:N|Title:Head Coach |Duties:Head coach for 13u aau baseball team|StrtDt:06-01-25|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
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