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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jordans Ice Cream | Belmont | NH | 04/2016 | 11/2021 |
| Leone, Mcdonell, Robert'S | Wolfeboro | NH | 11/2023 | 05/2024 |
| Fidelity Investments | Merrimack | NH | 01/2025 | Present |
| Clr Movers | Belmont | NH | 05/2023 | 01/2025 |
| Clr Movers | Belmont | NH | 05/2022 | 08/2022 |
| Ellevete Sciences | South Portland | ME | 01/2023 | 06/2023 |
| Belmont High School | Belmont | NH | 08/2015 | 06/2019 |
| Saint Josephs College Of Maine | Standish | ME | 08/2019 | 05/2023 |
| Clr Movers | Belmont | NH | 06/2023 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-01 |
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