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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| NH | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 08/2022 | 06/2023 |
| Pingree School | South Hamilton | MA | 09/2016 | 07/2019 |
| Pingree School | South Hamilton | MA | 06/2021 | 08/2021 |
| Providence College | Providence | RI | 08/2020 | 06/2021 |
| Fidelity Investments | Merrimack | NH | 06/2024 | Present |
| Providence College | Providence | RI | 08/2023 | 05/2024 |
| Unemployed | Salem | MA | 05/2024 | 06/2024 |
| Pingree School | South Hamilton | MA | 08/2019 | 05/2020 |
| Pingree School | South Hamilton | MA | 06/2023 | 08/2023 |
| Unemployed | Salem | MA | 05/2020 | 08/2020 |
| Unemployed | Salem | MA | 06/2016 | 09/2016 |
| Pingree School | South Hamilton | MA | 07/2019 | 08/2019 |
| Pingree School | South Hamilton | MA | 06/2022 | 08/2022 |
| Providence College | Providence | RI | 08/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-05 |
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