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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 | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Art's Painting | Lowell | MA | 06/2014 | 05/2022 |
| Orangetheory Fitness | Westford | MA | 02/2022 | 05/2022 |
| Longmeadow Golf Club | Tewksbury | MA | 06/2016 | 08/2018 |
| Fidelity Investments | Merrimack | NH | 05/2022 | Present |
| Bay State Tent And Party | Tewksbury | MA | 05/2021 | 08/2021 |
| Merrimack College | North Andover | MA | 09/2019 | 05/2022 |
| Central Catholic High School | Lawrence | MA | 09/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-10 |
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