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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 | 2025-03-31 |
Branch Locations
One Spartan Way, Merrimack, NH 03054-4300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepperell Beverage | Pepperell Beverage | MA | 05/2014 | 10/2019 |
| Fidelity Brokerage Services Llc. | Merrimack | NH | 10/2019 | Present |
| Middlesex Community College | Lowell | MA | 09/2010 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-17 |
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