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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
One Spartan Way, Merrimack, NH 03054-4300 • United States
Nashua, 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 |
|---|---|---|---|---|
| Heavenly Donuts | Methuen | MA | 11/2012 | 11/2017 |
| Outback Steakhouse | Lowell | MA | 11/2017 | 05/2021 |
| Andiamo Restaurant | Andover | MA | 05/2021 | 10/2021 |
| Fidelity Investments | Merrimack | NH | 05/2022 | Present |
| Moonstones Restaurant | Chelmsford | MA | 10/2021 | 05/2022 |
| University Of Massachusetts Lowell | Lowell | MA | 01/2016 | 05/2022 |
| Northern Essex Community College | Haverhill | MA | 01/2019 | 05/2019 |
| Donahue Brothers | Methuen | MA | 06/2017 | 01/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-13 |
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