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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 10/2022 | Present |
| University System Of New Hampshire | Concord | NH | 07/2021 | 09/2022 |
| Conifer Health Solutions | Lebanon | NH | 11/2018 | 07/2021 |
| Smittys Cinema | Merrimack | NH | 07/2018 | 03/2020 |
| Quechee Lakes Landowners Association | Quechee | VT | 03/2018 | 03/2020 |
| Atria Senior Living | Louisville | KY | 11/2017 | 08/2018 |
| Maine Health | Portland | ME | 04/2016 | 04/2017 |
| Old Marsh Country Club | Wells | ME | 06/2017 | 11/2018 |
| Bonney Staffing | Dover | NH | 03/2017 | 06/2017 |
| Robert Half | Menlo Park | CA | 08/2017 | 11/2017 |
| Abercrombie & Fitch Co | Columbus | OH | 01/2017 | 01/2017 |
| Mission Restaurant Group Llc | Scottsdale | AZ | 01/2017 | 01/2017 |
| Bella Point Inc | Rockland | ME | 11/2017 | 11/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-16 |
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