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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Portsmouth, NH • United States
405 Cochituate Road, Framingham, MA 01701-4648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of New Hampshire | Durham | NH | 09/2020 | 06/2021 |
| Nextstep Healthtech | Dover | NH | 05/2020 | 09/2020 |
| University Of New Hampshire | Durham | NH | 09/2019 | 05/2020 |
| Nh State Beach Patrol | Hampton | NH | 06/2017 | 09/2019 |
| University Of New Hampshire | Durham | NH | 09/2017 | 09/2019 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Compass Retirement Consulting Group | Stratham | NH | 11/2019 | 04/2020 |
| Exeter High School | Exeter | NH | 09/2013 | 09/2017 |
| Durkee Professional | North Hampton | NH | 12/2018 | 01/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-29 |
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