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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
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Methodios Retreat Center | Contoocook | NH | 08/2021 | 10/2022 |
| Metropolis Of Boston | Brookline | MA | 08/2014 | 10/2022 |
| Hellenic College, Inc. | Brookline | MA | 08/2018 | 06/2020 |
| Crossroad Summer Institute | Brookline | MA | 08/2017 | 08/2018 |
| Hub Marine Services | Reading | MA | 09/2022 | 11/2022 |
| Metropolis Of Boston Camp | Contoocook | NH | 07/2013 | 08/2022 |
| St. Catherine Greek Orthodox Church | Braintree | MA | 09/2021 | 06/2022 |
| St. John The Baptist Greek Orthodox Church | Boston | MA | 02/2020 | 09/2021 |
| Hellenic College | Brookline | MA | 08/2014 | 06/2017 |
| Holy Cross School Of Theology | Brookline | MA | 08/2017 | 06/2021 |
| Fidelity Investments | Merrimack | NH | 01/2023 | Present |
| Unemployed | Andover | MA | 11/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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