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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Stratham, NH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 09/2015 | 02/2017 |
| The Smith Company | Boston | MA | 08/2015 | 05/2017 |
| Estate Planners Of New England, Llc | 1 New Hampshire Ave, Suite 125 Portsmouth | NH | 05/2017 | 11/2021 |
| Capitas Financial | Boston | MA | 09/2015 | 02/2017 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-105264|OrgNmn:Stratham Volunteer Fire Department|Org Addr:Stratham,New Hampsh,US|OBA Nature:Fire department and EMS servic|Invst Rel:N|Title:Advanced EMT and EMS LT|Duties:Fire fighter and AEMT|StrtDt:01-02-24|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-04 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-25 |
| S66 | Uniform Combined State Law Examination | 2007-09-05 |
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