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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dracut High School | Dracut | MA | 08/2013 | 06/2017 |
| University Of Hartford | West Hartford | CT | 08/2017 | 05/2021 |
| Primo Pizza Restaurant | Dracut | MA | 08/2015 | 07/2017 |
| A2 Gym And Cheer | Salem | NH | 09/2016 | 02/2017 |
| Aramark | West Hartford | CT | 10/2018 | 05/2021 |
| Brothers Sports Bar And Grille | Dracut | MA | 09/2021 | 10/2021 |
| Red Key Society | West Hartford | CT | 10/2017 | 02/2020 |
| University Of Hartford Student Government Association | West Hartford | CT | 07/2019 | 07/2020 |
| Red Caps Orientation Leaders | West Hartford | CT | 10/2019 | 10/2020 |
| Red Caps Orientation Leaders | West Hartford | CT | 06/2018 | 10/2019 |
| Washington Savings Bank | Dracut | MA | 02/2017 | 02/2018 |
| Washington Savings Bank | Lowell | MA | 02/2018 | 10/2021 |
| Fidelity Investments | Merrimack | NH | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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