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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
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
Dunbarton, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 09/2020 | Present |
| Northwestern Mutual | Manchester | NH | 06/2019 | 09/2019 |
| Northwestern Mutual | Manchester | NH | 09/2019 | 06/2020 |
| Colby-Sawyer College | New London | NH | 04/2017 | 05/2020 |
| Colby-Sawyer College | New London | NH | 08/2018 | 01/2019 |
| Collegiate Entrepreneurs | Rutland | VT | 04/2017 | 09/2017 |
| Price Chopper | Rutland | VT | 04/2016 | 08/2018 |
| Mountain Top Inn & Resort | Chittenden | VT | 05/2018 | 07/2018 |
| Rutland Veterinary Clinic & Surgical Center | Rutland | VT | 07/2018 | 08/2018 |
| Colby-Sawyer College | New London | NH | 09/2016 | 05/2020 |
| Unemployed | Rutland | VT | 06/2020 | 09/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-05 |
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