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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-20 |
| TX | RA | APPROVED | 2025-11-20 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Auburn, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visiting Angels | Auburn | NH | 06/2015 | 07/2021 |
| Orangetheory Fitness | Manchester | NH | 01/2020 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | Present |
| Souther New Hampshire University | Manchester | NH | 01/2021 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-28 |
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