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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 12/2021 | Present |
| Squeezemedia | Orem | UT | 10/2021 | 12/2021 |
| N/A | N/A | UT | 07/2021 | 10/2021 |
| Progressive Leasing | Draper | UT | 06/2021 | 07/2021 |
| Lendio | Lehi | UT | 01/2021 | 06/2021 |
| Connexion Point | Roy | UT | 08/2020 | 12/2020 |
| Shoe Dept. Encore | Ogden | UT | 10/2019 | 08/2020 |
| Noodles And Co. | Grand Junction | CO | 04/2018 | 10/2019 |
| N/A | N/A | XX | 01/2011 | 04/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
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