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100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-21 |
Branch Locations
100 Market Street Suite 203, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Portsmouth | MA | 02/2023 | 04/2025 |
| Piscataqua Landscaping And Tree Service | Eliot | ME | 09/2019 | 01/2023 |
| Marshwood Area School District | South Berwick | ME | 02/2022 | 06/2022 |
| Site Structures | Eliot | ME | 06/2019 | 08/2019 |
| Wrenegade Sports | Essex Junction | VT | 09/2018 | 07/2019 |
| Marshwood Area School District | South Berwick | ME | 02/2018 | 06/2018 |
| River Bear Organics | South Berwick | ME | 06/2018 | 05/2019 |
| Piscataqua Landscaping And Tree Service | Eliot | ME | 11/2015 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 04/2025 |
| Wellesley Asset Management, Inc. | Portsmouth | NH | 04/2025 | Present |
| Foreside Fund Services, Llc | Portsmouth | NH | 05/2026 | Present |
Wellesley Asset Management, Inc.; Investment Related; Asset Management; Portsmouth, NH; 04/2025; Associate Relationship Manager; Relationship manager for a book of individual investors; 160 Hrs./Mo.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-21 |
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