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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-30 |
| NH | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-19 |
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 |
|---|---|---|---|---|
| University Of Massachusetts Lowell | Lowell | MA | 03/2020 | 08/2020 |
| Fidelity Investments | Merrimack | NH | 08/2025 | Present |
| University Of Massachusetts Lowell | Lowell | MA | 08/2018 | 04/2019 |
| University Of Massachusetts Lowell | Lowell | MA | 01/2021 | 06/2021 |
| United Parcel Service | Sandy Springs | GA | 12/2020 | 01/2021 |
| Black Diamond Networks Llc | Andover | MA | 01/2022 | 04/2025 |
| The Moody Street Group | Auburndale | MA | 06/2021 | 08/2025 |
| Golf Country Llc | Middleton | MA | 05/2018 | 08/2018 |
| Matros Ocean Club | Boston | MA | 04/2019 | 03/2020 |
| Davios Northern Italian Steakhouse | Lynnfield | MA | 10/2015 | 08/2018 |
| Storrow Company | Cambridge | MA | 08/2020 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
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