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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 |
| RI | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
900 Salem Street, Smithfield, RI 02917-1243 • United States
Quincy, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kid's Connection | Quincy | MA | 09/2018 | 05/2019 |
| Stop & Shop | Quincy | MA | 08/2019 | 12/2022 |
| Workspott / Host Family Stay | London | 09/2021 | 12/2021 | |
| Navigant Credit Union | Smithfield | RI | 06/2023 | 09/2023 |
| Fidelity Investments | Smithfield | RI | 09/2023 | Present |
| Boston College High School | Boston | MA | 09/2013 | 05/2019 |
| Bryant University | Smithfield | RI | 09/2019 | 05/2023 |
| Granite Links Golf Course | Quincy | MA | 06/2019 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-05 |
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