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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-12-23 |
Branch Locations
200 Market Street, Lynnfield, MA 01940 • United States
54 Mall Rd, Burlington, MA 01803-4556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 01/2015 | 12/2017 |
| Td Ameritrade | Princeton | NJ | 01/2018 | 09/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 09/2019 | 11/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Charles Schwab Bank, Ssb | Lynnfield | MA | 12/2025 | Present |
| Charles Schwab & Co., Inc. | Lynnfield | MA | 12/2025 | Present |
Centurium Studios | Not investment related | Nashua, NH | Printing/Publishing | Founder/CEO/Creative Director | Start date 01/01/2020 | Less than 20 hours/month - 0 during trading hours | I manage the strategic operations of the business, the overall business model, and content creation and deployment strategy. I manage the finances, hiring, and advertising for the business as well as marketing and web development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-08 |
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