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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-21 |
| ME | RA | APPROVED | 2025-11-04 |
| NH | RA | APPROVED | 2025-03-31 |
Branch Locations
Portsmouth, NH • United States
190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2022 | Present |
| Td Bank | Newmarket | NH | 12/2021 | 05/2022 |
| Beans And Greens Farm | Gilford | NH | 04/2020 | 11/2021 |
| Unh Field House | Durham | NH | 01/2021 | 05/2021 |
| Unh Conferencing And Catering | Durham | NH | 09/2019 | 01/2021 |
| Gunstock Mountain Resort | Gilford | NH | 05/2019 | 09/2019 |
| Tj Maxx | Gilford | NH | 10/2018 | 05/2019 |
| Uno Pizzeria And Grill | Tilton | NH | 07/2016 | 08/2017 |
| Market Basket | Tilton | NH | 08/2017 | 08/2018 |
| Heart Song Farm | Gilmanotn Iron Works | NH | 01/2008 | 11/2017 |
| Beans And Greens Farm | Gilford | NH | 08/2018 | 11/2018 |
| Gilford High School | Gilford | NH | 08/2015 | 05/2019 |
| University Of New Hampshire | Durham | NH | 08/2019 | 06/2022 |
| Home School | Treasure Beach | 01/2017 | 03/2017 | |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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