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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-09 |
| NH | RA | APPROVED | 2026-06-29 |
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mytextmate | Nahant | MA | 10/2021 | 01/2022 |
| Dunkin' | Nahant | MA | 04/2017 | 12/2018 |
| Unemployed | Nahant | MA | 05/2016 | 09/2016 |
| St. John'S Preparatory School | Danvers | MA | 09/2016 | 05/2019 |
| Winslows Tavern | Wellfleet | MA | 05/2023 | 08/2023 |
| St. Lawrence University | Canton | NY | 08/2019 | 05/2020 |
| Wexl | Wellfleet | MA | 09/2020 | 04/2021 |
| Fidelity Investments | Merrimack | NH | 02/2025 | Present |
| Jack'S Boat Rental | Wellfleet | MA | 06/2020 | 10/2020 |
| Winslow'S Tavern | Wellfleet | MA | 06/2022 | 08/2022 |
| St. Lawrence University | Vienna | 01/2022 | 05/2022 | |
| Winslow'S Tavern | Wellfleet | MA | 05/2021 | 10/2021 |
| Tamarack Tennis Camp | Franconia | NH | 06/2018 | 07/2018 |
| St. Lawrence University | Canton | NY | 08/2022 | 05/2024 |
| Tamarack Tennis Camps | Franconia | NH | 06/2019 | 08/2019 |
| St. Lawrence University | Canton | NY | 08/2022 | 09/2022 |
| St. Lawrence University | Canton | NH | 08/2022 | 05/2024 |
| Town Of Nahant | Nahant | MA | 06/2024 | 01/2025 |
| St. Lawrence University | Canton | NY | 01/2021 | 04/2021 |
| Jack'S Boat Rental | Wellfleet | MA | 06/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-29 |
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