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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-10-12 |
| TX | RA | APPROVED_RES | 2023-10-06 |
Branch Locations
1155 Elm Street 6Th Floor, Manchester, NH 03101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Inc | Merrimack | NH | 08/1999 | 12/2021 |
| Morgan Stanley | Manchester | NH | 06/2023 | Present |
| The Colony Group | Concord | NH | 09/2022 | 05/2023 |
| Unemployed | Candia | NH | 01/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-15 |
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