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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| NH | RA | APPROVED | 2025-11-24 |
Branch Locations
1 Harbour Place Suite 125, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2024 | 08/2025 |
| Unemployed | New Hampshire | NH | 06/2024 | 08/2024 |
| Liberty Mutual Insurance | New Hampshire | NH | 06/2011 | 05/2024 |
| Morgan Stanley | Portsmouth | NH | 09/2025 | Present |
*659371 - Lamprey River Advisory Committee; Investment Related - No; Northwood, New Hampshire; Government; Newmarket Representative (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2018; During Business Hours: 0; After Business Hours: 6;Review deveolpment within the National Scenic designated part of the river. Approve conservation projects along the designated part of the river.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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