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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Town Of Sandwich Recreation | Sandwich | MA | 05/2018 | 09/2018 |
| Univeristy Of Massachusetts Amherst | Amherst | MA | 09/2020 | 05/2021 |
| Sturgis Charter Public School West | Hyannis | MA | 09/2014 | 05/2017 |
| Univeristy Of Massachusetts Amherst | Amherst | MA | 09/2022 | 08/2023 |
| Town Of Barnstable Recreation | Barnstable | MA | 05/2020 | 09/2020 |
| Sturgis Charter Public School West | Hyannis | MA | 09/2017 | 05/2018 |
| Town Of Barnstable Recreation Department | Barnstable | MA | 05/2022 | 09/2022 |
| Cafe Chew | Sandwich | MA | 08/2023 | 05/2024 |
| Univeristy Of Massachusetts Amherst | Amherst | MA | 09/2019 | 05/2020 |
| Town Of Barnstable Recreation | Barnstable | MA | 05/2021 | 09/2021 |
| Town Of Sandwich Recreation | Sandwich | MA | 05/2017 | 09/2017 |
| Univeristy Of Massachusetts Amherst | Amherst | MA | 09/2021 | 05/2022 |
| Stop & Shop | Marstons Mills | MA | 05/2022 | 09/2022 |
| Sturgis Charter Public School West | Hyannis | MA | 09/2018 | 06/2019 |
| Town Of Barnstable Recreation | Barnstable | MA | 06/2019 | 09/2019 |
| Fidelity Investments | Merrimack | NH | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-23 |
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