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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
| NH | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowes | Seabrook | NH | 06/2020 | 08/2021 |
| Market Basket | Seabrook | NH | 06/2016 | 08/2019 |
| The Deck Llc | Salisbury | MA | 05/2022 | 08/2022 |
| Beowulf Security Consultants | Oxford | ME | 08/2022 | 05/2023 |
| Unemployed | Salisbury | MA | 08/2021 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 10/2024 | Present |
| Bridgton Academy | Bridgton | ME | 08/2019 | 06/2020 |
| Johnson Lumber | Salisbury | MA | 05/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-02 |
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