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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
49 North 400 West, Salt Lake City, UT 84101-1368 • United States
Salt Lake City, UT • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Vermont Woods Studios | Vernon | VT | 12/2015 | 11/2018 |
| Koffee Kup Bakery | Brattleboro | VT | 11/2018 | 01/2019 |
| 365 Cycles | Keene | NH | 01/2019 | 04/2019 |
| Rite Aid | Springfield | VT | 06/2019 | 10/2020 |
| Andy's | Keene | NH | 10/2020 | 06/2022 |
| Fidelity Investments | Merrimack | NH | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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