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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
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nw Pest | Waltham | MA | 08/2023 | 09/2023 |
| Uber | San Francisco | CA | 06/2023 | 08/2023 |
| Northwestern Mutual | Manchester | NH | 05/2022 | 03/2023 |
| Real Speed Sports | Salem | NH | 06/2016 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 09/2023 | Present |
| Saint Anselm College | Manchester | NH | 08/2019 | 05/2023 |
| New Hampton School | New Hampton | NH | 08/2015 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-19 |
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