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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Jacksonville, FL • United States
4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Auburn | MA | 08/2023 | 01/2024 |
| Digital Federal Credit Union | Marlboro | MA | 05/2022 | 08/2022 |
| University Of Rhode Island | Kingston | RI | 01/2024 | 05/2024 |
| Unemployed | Auburn | MA | 12/2022 | 06/2023 |
| University Of Rhode Island | Kingston | RI | 09/2022 | 12/2022 |
| Unemployed | Auburn | MA | 08/2021 | 02/2022 |
| Digital Federal Credit Union | Marlboro | MA | 05/2021 | 08/2021 |
| Unemployed | Auburn | MA | 05/2020 | 05/2021 |
| Unemployed | Auburn | MA | 01/2003 | 05/2018 |
| Fidelity Investments | Smithfield | RI | 05/2024 | Present |
| University Of Rhode Island | Kingston | RI | 02/2022 | 05/2022 |
| Shaw'S | Worcester | MA | 05/2018 | 05/2020 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
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