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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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2023 | Present |
| Hamlin Cabinet Co | Norfolk | MA | 06/2023 | 09/2023 |
| Expedition Church | Canon City | CO | 08/2022 | 05/2023 |
| Canon City Mugs | Canon City | CO | 08/2022 | 05/2023 |
| Canon Community Baptist Church | Canon City | CO | 08/2021 | 08/2022 |
| National Seating And Mobility | Southborough | MA | 08/2020 | 08/2021 |
| Texas Roadhouse | Walpole | MA | 09/2017 | 09/2020 |
| Boston Baptist College | Hyde Park | MA | 08/2018 | 05/2019 |
| Grace Church | Avon | MA | 01/2021 | 08/2021 |
| Shaw Farm | Dracut | MA | 06/2013 | 08/2017 |
| Harrison Middle School | Canon City | CO | 03/2022 | 06/2022 |
| University Of Massachusetts Lowell | Lowell | MA | 08/2016 | 07/2017 |
| Boston Baptist College | Hyde Park | MA | 08/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-110905|OrgNmn:LocalFit|Org Addr:Billerica,Massachuse,US|OBA Nature:Gym|Invst Rel:N|Title:Coach|Duties:Coach fitness classes in exchange for a free membership|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-04 |
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