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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burtons Grill | Nashua | NH | 10/2016 | 07/2018 |
| Longhorn Steakhouse | Amherst | NH | 03/2012 | 09/2016 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121072|OrgNmn:Lake Naticook Conservation Association|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Help make decisions to preserv|Invst Rel:N|Title:Board Member at Large|Duties:Help make decisions to preserve the water quality and overall well being of lake Naticook|StrtDt:07-21-25|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-93041|OrgNmn:Sunset Property Management & Consulting |Org Addr:Merrimack,New Hampsh,US|OBA Nature:Corporate legal consulting and|Invst Rel:N|Title:Partner|Duties:manage invoices|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-08 |
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