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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Windham, ME • 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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Maine Medical Center | Portland | ME | 12/2019 | 01/2022 |
| Hyatt Hotel- Glass Lounge | Portland | ME | 09/2018 | 01/2022 |
| Maine Medical Center | Portland | ME | 05/2018 | 12/2019 |
| Eventsafe Professional Services | Portland | ME | 09/2017 | 12/2020 |
| University Of New England | Portland | ME | 01/2017 | 09/2019 |
| University Of New England | Biddeford | ME | 01/2016 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
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