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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Baystate Financial | Pittsfield | MA | 11/2020 | 01/2021 |
| Guardian Life Insurance Company Of America | Pittsfield | MA | 05/2020 | 08/2020 |
| Loring Advisory Group | Greenville | RI | 02/2020 | 03/2020 |
| Guardian Life Insurance Company Of America | Pittsfield | MA | 05/2019 | 08/2019 |
| Bryant University | Smithfield | RI | 09/2017 | 05/2021 |
| Lakehouse Inn | Lee | MA | 02/2017 | 03/2019 |
| Main Street Hospitality Group (Eat On North) | Pittsfield | MA | 05/2015 | 02/2017 |
| Taconic High School | Pittsfield | MA | 09/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-19 |
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