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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-02 |
| ME | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
Portsmouth, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2022 | Present |
| Wolfeboro Parks And Recreation | Wolfeboro | NH | 06/2016 | 01/2019 |
| Gunstock Mountain Resort | Gilford | NH | 01/2016 | 03/2018 |
| University Of New Hampshire | Durham | NH | 01/2019 | 05/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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