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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 | 2025-04-10 |
Branch Locations
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
Lexington, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Bedford Youth Hockey | Lexington | MA | 10/2014 | 01/2019 |
| Willis & Smith Realty | Newburyport | MA | 12/2021 | 01/2022 |
| Lexington Golf Club | Lexington | MA | 05/2018 | 08/2018 |
| Lexington Recreation | Lexington | MA | 07/2023 | 08/2023 |
| Lexington High School | Lexington | MA | 01/2019 | 06/2019 |
| Hayden Recreation Centre | Lexington | MA | 06/2019 | 08/2022 |
| Fidelity Investments | Burlington | MA | 06/2024 | Present |
| Providence College | Providence | RI | 08/2020 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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