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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-07 |
| RI | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umass Amherst | Amherst | MA | 08/2023 | 06/2024 |
| Umass Amherst | Amherst | MA | 08/2022 | 06/2023 |
| Umass Amherst | Amherst | MA | 08/2021 | 05/2022 |
| Greenbush Package & General Store | Scituate | MA | 09/2019 | 03/2020 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 08/2023 |
| Freedom Boat Club | Hull | MA | 05/2022 | 08/2022 |
| Unemployed | Ascituate | MA | 05/2020 | 08/2020 |
| Public Shool | Scituate | MA | 06/2014 | 02/2019 |
| Umass Amherst | Amherst | MA | 08/2020 | 05/2021 |
| Highschool | Scituate | MA | 03/2019 | 09/2019 |
| Fidelity Investments | Smithfield | RI | 06/2024 | Present |
| Widows Walk Golf Course | Scituate | MA | 05/2021 | 08/2021 |
| South Shore Auto Wash | Cohasset | MA | 02/2019 | 03/2019 |
| Shopper | Scituate | MA | 03/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-08 |
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