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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| MA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston Sports Clubs (Defunct) | Peabody | MA | 03/2019 | 08/2019 |
| Lynn Public Schools | Lynn | MA | 05/2023 | 12/2023 |
| Gettysburg College | Gettysburg | PA | 08/2020 | 05/2024 |
| The Danvers Butchery | Danvers | MA | 03/2020 | 05/2021 |
| Unemployed | Danvers | MA | 05/2024 | 06/2024 |
| Danvers Public Schools | Danvers | MA | 09/2013 | 06/2020 |
| Fidelity Investments | Danvers | MA | 06/2024 | Present |
| Town Of Danvers Recreation Department | Danvers | MA | 06/2019 | 08/2023 |
| Gettysburg College | | Gettysburg | PA | 09/2023 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-06 |
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