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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-13 |
| TX | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2021 | 11/2021 |
| Fidelity Talentsource | Merrimack | NH | 11/2020 | 11/2021 |
| Kratos Studios | Salem | NH | 09/2020 | 04/2021 |
| Planet Fitness | Merrimack | NH | 09/2020 | 11/2020 |
| Aldworth-Long Estate | Harrisville | NH | 05/2020 | 08/2020 |
| Montana State University | Bozeman | MT | 01/2020 | 04/2020 |
| Historic Harrisville | Harrisville | NH | 11/2019 | 01/2020 |
| Aldworth-Long Estate | Harrisville | NH | 09/2019 | 01/2020 |
| Unemployed | Los Osos | CA | 09/2018 | 08/2019 |
| The Number Crunchers | Los Osos | CA | 06/2018 | 09/2018 |
| Unemployed | Los Osos | CA | 08/2012 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Haverhill | MA | 11/2021 | 06/2022 |
| Bank Of America, N.A. | Haverhill | MA | 11/2021 | 06/2022 |
| J. P. Morgan Chase Bank N. A. | Portsmouth | NH | 08/2022 | 07/2023 |
| J. P. Morgan Securities Llc | Portsmouth | NH | 08/2022 | 07/2023 |
| Unemployed | Goffstown | NH | 07/2022 | 07/2022 |
| Citizens Securities, Inc | Westwood | MA | 07/2023 | 11/2023 |
| Citizens Banks, N.A. | Goffstown | NH | 07/2023 | 11/2023 |
| J.P. Morgan Securities Llc | Manchester | NH | 12/2023 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Manchester | NH | 12/2023 | 03/2026 |
| Fidelity Investments | Murrieta | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-18 |
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