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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Country Club | Brookline | MA | 09/2022 | 10/2022 |
| Essex County Club | Manchester-By-The-Sea | MA | 07/2021 | 07/2023 |
| Birdie Bar | Waltham | MA | 02/2024 | 03/2024 |
| Myopia Hunt Club | Hamilton | MA | 08/2020 | 06/2024 |
| Bentley University | Waltham | MA | 01/2022 | 05/2022 |
| Bentley University | Waltham | MA | 01/2022 | 05/2022 |
| New Caps Llc | Burbank | CA | 08/2019 | 08/2019 |
| Fidelity Investments | Merrimack | NH | 06/2024 | Present |
| Unemployed | Beverly | MA | 06/2014 | 08/2019 |
| Unemployed | Beverly | MA | 08/2019 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-118049|OrgNmn:Myopia Hunt Club|Org Addr:Hamilton ,Massachuse,US|OBA Nature:Golf Course/Country Club|Invst Rel:N|Title:Caddie|Duties:Carry golf bags |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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