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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marshfield Country Club | Marshfield | MA | 06/2018 | 06/2022 |
| Fidelity Investments | Hingham | MA | 06/2023 | 08/2023 |
| Full Time Education | Smithfield | RI | 08/2022 | 06/2023 |
| Full Time Education | Duxbury | MA | 05/2014 | 06/2018 |
| Fidelity Investments | Hingham | MA | 05/2024 | 04/2025 |
| Boston Premier Wealth Llc | Hingham | MA | 06/2022 | 08/2022 |
| Full Time Education | Smithfield | RI | 08/2023 | 05/2024 |
| Fidelity Investments | Hingham | MA | 04/2025 | 06/2026 |
| Massmutual | Springfield | MA | 06/2026 | Present |
| Mml Investors Services, Llc | Boston | MA | 07/2026 | Present |
| Strategic Advisers Llc | Duxbury | MA | 03/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-04 |
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