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155 Dow Street Suite 301, Manchester, NH 03101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-10-30 |
| MA | RA | APPROVED | 2024-10-23 |
Branch Locations
155 Dow Street Suite 301, Manchester, NH 03101 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 03/2013 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | Present |
| Arcadia Wealth Management, Llc | Manchester | NH | 10/2023 | Present |
| Arcadia Financial Group | Manchester | NH | 10/2023 | Present |
| Fidelity Investments | Burlington | MA | 03/2022 | 03/2023 |
| Fidelity Investments | Burlington | MA | 03/2021 | 03/2022 |
| Fidelity Investments | Burlington | MA | 03/2017 | 03/2021 |
| Fidelity Investments | Burlington | MA | 03/2015 | 03/2017 |
?the name of the other business; Life Insurance Producer ?whether the business is investment-related; Yes ?the address of the other business; 155 Dow St. STE 301 Manchester NH 03101 USA; ?the nature of the other business; Financial Planning ?your position; Financial Planning ?title, or relationship with the other business; Financial Planner ?the start date of your relationship; 2023-10-30 ?the approximate number of hours/month you devote to the other business; 160 ?the number of hours you devote to the other business during securities trading hours; 0 ?and briefly describe your duties relating to the other business; Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-28 |
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