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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2021 | Present |
| Granite State Management And Reasources | Concord | NH | 01/2021 | 09/2021 |
| Wentworth Douglas Hospital | Dover | NH | 06/2018 | 01/2021 |
| Edgewood Centre | Portsmouth | NH | 08/2017 | 06/2018 |
| Hannfords Supermarkets | Northwood | NH | 08/2016 | 08/2017 |
| Strafford Kindercampus | Strafford | NH | 08/2015 | 05/2017 |
| Coe Brown Northwood Acadmey | Northwood | NH | 08/2013 | 05/2017 |
| Great Bay Community College | Portsmouth | NH | 08/2017 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-10 |
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