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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Planning Associates, Inc. | Bedford | NH | 04/1999 | 05/2021 |
| Lpl Financial, Llc | Amherst | NH | 05/2021 | 10/2022 |
| Amherst Financial Group, Llc | Amherst | NH | 02/2022 | 10/2022 |
| Fidelity Investments | Merrimack | NH | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-18 |
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