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Current Employers
Merrimack Valley Financial Advisors, Inc.

6 Courthouse Lane Unit 15, Chelmsford, MA 01824 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-04-07
NH RA APPROVED 2020-12-23
  • MA RA
    APPROVED
    Since 2021-04-07
  • NH RA
    APPROVED
    Since 2020-12-23

Branch Locations

6 Courthouse Lane Unit 15, Chelmsford, MA 01824 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 08/2015 03/2018
Edward Jones Saint Louis MO 06/2018 Present
  • 08/2015 → 03/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 06/2018 → Present
    Saint Louis, MO
Previous Registrations
  • 2018-09-12 → 2019-02-01
    Tyngsboro, MA
    St Louis, MO
    Tyngsboro, MA
    Chelmsford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-22
S63 Uniform Securities Agent State Law Examination 2014-09-18
  • S66 Uniform Combined State Law Examination
    2018-08-22
  • S63 Uniform Securities Agent State Law Examination
    2014-09-18

View on SEC IAPD

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