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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1356 Third Avenue, New York, NY 10075-0461 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2018 | 07/2019 |
| Fidelity Brokerage Services | Merrimack | NH | 07/2019 | Present |
| Longhorn Steakhouse | Tewskbury | MA | 11/2016 | 07/2019 |
| Putnam Investments | Andover | MA | 10/2015 | 02/2017 |
| Prime, Buchholz, And Associates | Portsmouth | NH | 10/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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