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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2020 | 02/2021 |
| Chelian Orthodontics | Nashua | NH | 11/2019 | 05/2020 |
| Adult And Pediatric Dermatology | Acton | MA | 05/2019 | 10/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 04/2018 | 02/2019 |
| Chelian Orthodontics | Nashua | NH | 10/2017 | 03/2018 |
| Rose Wang Dental Dmd | Nashua | NH | 04/2017 | 10/2017 |
| Tera Salon | Nashua | NH | 10/2016 | 12/2016 |
| Homemaker | Nashua | NH | 06/2016 | 10/2016 |
| Homemaker | Nashua | NH | 12/2016 | 04/2017 |
| Homemaker | Nashua | NH | 02/2019 | 05/2019 |
| Citizens Securities, Inc. | Boston | MA | 02/2021 | 09/2021 |
| Gwfs Equities, Inc | Greenwood Village | CO | 11/2021 | 09/2022 |
| Advised Assets Groups, Llc | Greenwood Village | CO | 11/2021 | 09/2022 |
| Fidelity Investments | Merrimack | NH | 09/2022 | Present |
| Paychex | Andover | MA | 09/2021 | 10/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-115328|OrgNmn:Made From Scratch Kitchen|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Homemade skincare and baked go|Invst Rel:N|Title:Sole Proprietor|Duties:Baking and processing orders.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-08 |
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