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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 01/2024 | Present |
| Speedway | Ny | NY | 12/2015 | Present |
| Handy Technologies | New York | NY | 06/2019 | 12/2022 |
| Kukom Initiative | Ny | NY | 03/2017 | 10/2023 |
| Bootcamp Of Remotemode, - Remote,Online | Ma | MA | 12/2022 | 03/2023 |
| Compass Group/ Restaurant Associate | Ny | NY | 02/2016 | 03/2018 |
OBA-110961|OrgNmn:LYFT|Org Addr:Boston,Massachuse,US|OBA Nature:Rideshare|Invst Rel:N|Title:Independent Contractor|Duties:Driver operating my own vehicle|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-120614|OrgNmn:Forge Point Capital LLC|Org Addr:Erlanger,Kentucky,US|OBA Nature:Buy distressed Assets, renovat|Invst Rel:N|Title:Officer|Duties:Will act as a member of the LLC, participating in strategic decision-making and overall business operations|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-106684|OrgNmn:uber|Org Addr: Boston,Maryland,US|OBA Nature:ride sharing|Invst Rel:N|Title:Independent Contractor|Duties:driver|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-107278|OrgNmn:Doordash|Org Addr:san franci,California,US|OBA Nature:food delivery|Invst Rel:N|Title:dasher|Duties:food delivery|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-19 |
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