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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-17 |
| NH | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Westminster, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Regional Highschool | Ashburnham | MA | 08/2013 | 06/2017 |
| Narragansett Regional School District | Templeton | MA | 06/2018 | 01/2019 |
| Unemployed | Westminster | MA | 11/2020 | 01/2021 |
| Fidelity Investments | Merrimack | NH | 05/2022 | 09/2023 |
| Gardner Cinemas Corp | Gardner | MA | 07/2015 | 07/2019 |
| Barbers Crossing North | Sterling | MA | 01/2020 | 05/2020 |
| Karner Home Improvement | Westborough | MA | 01/2021 | 06/2021 |
| T&T Computer Troubleshooters | Leominster | MA | 07/2021 | 12/2021 |
| Worcester Record Search | Shrewsbury | MA | 01/2022 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 02/2025 | Present |
| Jdi Finish Line | Leominster | MA | 12/2019 | 08/2020 |
| Franklin Pierce University | Rindge | NH | 09/2017 | 05/2020 |
| Unemployed | Westminster | MA | 12/2021 | 01/2022 |
| Zazrak Inc | Leominster | MA | 03/2022 | 05/2022 |
| The Haven Country Club | Boylston | MA | 07/2020 | 11/2020 |
| Fidelity Investments | Merrimack | NH | 09/2023 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-03 |
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