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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-23 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Boston, MA • United States
29 Salutation Street Apt 3, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manchester Water Works | Manchester | NH | 05/2017 | 08/2017 |
| Divider Plus Inc | Bedford | NH | 11/2017 | 05/2018 |
| Manchester Water Works | Manchester | NH | 05/2018 | 12/2022 |
| Fidelity Investments | Merrimack | NH | 12/2022 | Present |
| Plymouth State University | Plymouth | NH | 08/2016 | 05/2017 |
| Manchester Community College | Manchester | NH | 08/2017 | 05/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
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