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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-04-26 |
| TX | RA | APPROVED | 2023-04-26 |
Branch Locations
67 S River Rd, Bedford, NH 03110 • United States
275 Amherst St, Nashua, NH 03063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 05/2020 | 05/2021 |
| Seacoast Volkswagen | Greenland | NH | 02/2020 | 05/2020 |
| Bottomline Technologies Inc | Portsmouth | NH | 11/2019 | 01/2020 |
| Seacoast Volkswagen | Greenland | NH | 12/2017 | 11/2019 |
| Craft Beer Guild Of New Hampshire | Portsmouth | NH | 10/2016 | 11/2017 |
| The Portsmouth Brewery | Portsmouth | NH | 04/2015 | 10/2016 |
| Pruco Securities, Llc. | Bedford | NH | 09/2021 | 04/2023 |
| Unemployed | Manchester | NH | 06/2021 | 08/2021 |
| Prudential Insurance Company Of America | Portsmouth | NH | 01/2022 | 04/2023 |
| J.P. Morgan Securities Llc | Nashua | NH | 04/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Nashua | NH | 04/2023 | Present |
| Fidelity Investments | Merrimack | NH | 05/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-10 |
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