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Londonderry, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-25 |
| MA | RA | APPROVED | 2026-08-11 |
Branch Locations
Londonderry, NH • United States
South Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appletree Financial Services, Llc | Londonderry | NH | 05/2026 | Present |
| Fidelity Investments | Cambridge | MA | 03/2023 | 05/2024 |
| Fidelity Investments | Smithfield | RI | 07/2022 | 03/2023 |
| Providence College | Providence | RI | 05/2021 | 10/2021 |
| Providence College | Providence | RI | 06/2020 | 05/2021 |
| Convergeone | Quincy | MA | 07/2021 | 10/2021 |
| Providence College | Providence | RI | 06/2017 | 05/2020 |
| Providence College | Providence | MA | 08/2016 | 05/2020 |
| Jake'S Seafood | Hull | MA | 06/2017 | 08/2017 |
| The Catered Affair | Norwell | MA | 06/2018 | 08/2018 |
| Providence College | Providence | RI | 06/2019 | 03/2020 |
| Fidelity Investments | Smithfield | RI | 10/2021 | 07/2022 |
| Ed Cooley Basketball Camp | Providence | RI | 06/2017 | 08/2019 |
| Fidelity Investments | Burlington | MA | 04/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-07 |
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