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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-25 |
| TX | RA | APPROVED | 2025-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Data Annotation Tech | San Fransisco | CA | 11/2023 | 02/2024 |
| Collegiate Summer Venture Program | Springfield | MA | 05/2022 | 08/2022 |
| Unemployed | Sharon | MA | 09/2019 | 07/2021 |
| Unemployed | Sharon | MA | 10/2017 | 03/2018 |
| Boston Events (At The Ice House Cafe) | Canton | MA | 08/2021 | 12/2021 |
| Garda World | Dedham | MA | 09/2017 | 09/2017 |
| Todd'S Deli | Sharon | MA | 04/2018 | 08/2019 |
| Unemployed | Sharon | MA | 01/2022 | 04/2022 |
| Fidelity Investments | Merrimack | NH | 03/2024 | Present |
| Unemployed | Sharon | MA | 09/2014 | 08/2017 |
| Unemployed | Sharon | MA | 09/2022 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-05 |
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