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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_RES | 2025-03-31 |
Branch Locations
44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States
Francestown, NH • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Aldermans | Rutland | VT | 06/2018 | 07/2021 |
| Miller Auto Group | Lebanon | NH | 05/2017 | 05/2018 |
| Country Construction | Randolph | VT | 09/2015 | 04/2017 |
| Unemployed | Stockbridge | VT | 07/2021 | 11/2021 |
| Fidelity Investments | Merrimack | NH | 11/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
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