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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Groton, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Waltham | MA | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Waltham | MA | 11/2016 | 06/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wellesley | MA | 06/2018 | 01/2022 |
| Argonautica Private Wealth Management, Inc. | Wellesley | MA | 01/2022 | 04/2022 |
| Checkmarx, Inc | Atlanta | GA | 04/2022 | 11/2022 |
| Fidelity Brokerage Services, Llc | Merrimack | NH | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
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