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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 02/2023 | Present |
| Everett Douglas Arena | Concord | NH | 07/2019 | 02/2023 |
| Bankers Life | Concord | NH | 08/2021 | 01/2023 |
| Newicks Lobster House | Concord | NH | 06/2018 | 02/2022 |
| Ibew Local 490 | Concord | NH | 06/2020 | 12/2020 |
| Camp Carpenter | Manchester | NH | 05/2017 | 08/2017 |
| Rmc | Worcester | NH | 05/2019 | 08/2019 |
| Three Rivers School | Pembroke | NH | 01/2012 | 05/2017 |
| Pembroke Academy | Pembroke | NH | 01/2017 | 01/2020 |
| Tbones Great American Eatery | Concord | NH | 03/2022 | 12/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-11 |
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