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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
54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States
Newton, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massiminos Cucina Italiana | Boston | MA | 02/2017 | 06/2021 |
| East Boston Ymca | East Boston | MA | 04/2021 | 05/2021 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2021 | Present |
| Fedex Corporation | East Boston | MA | 03/2021 | 04/2021 |
| Unemployment | Salem | NH | 03/2020 | 08/2020 |
| Mutual Of Omaha Advisors | Braintree | MA | 09/2020 | 03/2021 |
| Atlas Foundations | Salem | NH | 06/2011 | 06/2017 |
| Suffolk University | Boston | MA | 09/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-03 |
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