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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
Chelmsford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 02/2022 | Present |
| Town Of Marblehead | Marblehead | MA | 07/2021 | 02/2022 |
| National Financial Network | Middleton | MA | 06/2020 | 07/2021 |
| Merrimack College | North Andover | MA | 01/2021 | 05/2021 |
| Fedex | Billerica | MA | 12/2020 | 01/2021 |
| Salem Five Bank | Salem | MA | 05/2019 | 01/2020 |
| Merrimack College | North Andover | MA | 01/2019 | 05/2019 |
| Market Basket | Chelmsford | MA | 10/2014 | 01/2019 |
| Merrimack College | North Andover | MA | 08/2017 | 05/2021 |
| Chelmsford High School | Chelmsford | MA | 09/2013 | 06/2017 |
| Unemployed | Chelmsford | MA | 06/2020 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-21 |
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