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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-10 |
| NH | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walmart | Derry | NH | 06/2020 | 05/2022 |
| Lake Winnipesaukee Golf Club | New Durham | NH | 05/2024 | 12/2024 |
| Wildcat Pizza | Durham | NH | 01/2024 | 12/2024 |
| Project Happy | Exeter | NH | 05/2023 | 01/2024 |
| Market Basket | Epping | NH | 05/2018 | 06/2020 |
| Fidelity Investments | Merrimack | NH | 01/2025 | Present |
| Baystate Tents | Tewksbury | MA | 05/2022 | 05/2023 |
| Unemployed | Chester | NH | 10/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-01 |
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