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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_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Auburn, NH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 04/2021 | Present |
| Jetblue Airways | Boston | MA | 12/2018 | 04/2021 |
| Unemployed | Sudbury | MA | 09/2018 | 12/2018 |
| Signature Flight Support | Boston | MA | 01/2018 | 09/2018 |
| Boston Globe | Taunton | MA | 08/2016 | 01/2018 |
| United Parcel Service | South Portland | ME | 11/2014 | 09/2016 |
| Lyft | Boston | MA | 11/2018 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-17 |
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