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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wholefoods Market | Bedford | NH | 03/2018 | 04/2021 |
| Lyophilization Services Of New England | Bedford | NH | 04/2017 | 04/2021 |
| Carvers Guild | West Groton | NH | 08/2015 | 10/2016 |
| Moynihan Lumber | North Reading | MA | 10/2016 | 04/2017 |
| Nashoba Valley Ski Area | Westford | MA | 10/2014 | 04/2017 |
| Uber | Manchester | NH | 04/2021 | 04/2021 |
| Amazon | Manchester | NH | 03/2021 | 04/2021 |
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Manchester Community College | Manchester | NH | 01/2018 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-59239|OrgNmn:Whole Foods Market|Org Addr:Bedford,New Hampsh,US|OBA Nature:Grocerer|Invst Rel:N|Title:Produce Floor|Duties:Saturday nights only for now|StrtDt:03-30-18|TotHrs/mon:24|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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