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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Hooksett, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manchester School District | Manchester | NH | 09/2007 | 06/2021 |
| Tapas Cocktail Lounge | Hooksett | NH | 02/2020 | 01/2021 |
| Romano's Pizza | Litchfield | NH | 11/2019 | 03/2020 |
| Levy Beverage | Manchester | NH | 04/2019 | 08/2019 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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