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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Souhegan High School | Amherst | NH | 09/2013 | 06/2017 |
| Moultons Market | Amherst | NH | 07/2014 | 01/2018 |
| Plymouth State University | Plymouth | NH | 09/2017 | 05/2021 |
| Pasta Loft Restaurant | Milford | NH | 05/2018 | 08/2020 |
| Tenny Mountain Ski Resort | Plymouth | NH | 11/2018 | 12/2018 |
| Plain Jane Diner | Rumney | NH | 12/2018 | 05/2019 |
| Hannaford Super Market | Bedford | NH | 11/2020 | 05/2021 |
| St. Marys Bank | Milford | NH | 06/2021 | 08/2021 |
| Fidelity Investments | Merrimack | NH | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-09 |
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