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Current Employers
Appletree Financial Services Llc

Londonderry, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-08-25
MA RA APPROVED 2026-08-11
  • NH RA
    APPROVED
    Since 2026-08-25
  • MA RA
    APPROVED
    Since 2026-08-11

Branch Locations

Londonderry, NH • United States

South Boston, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2026 → Present
    Londonderry, NH
  • 03/2023 → 05/2024
    Fidelity Investments
    Cambridge, MA
  • 07/2022 → 03/2023
    Fidelity Investments
    Smithfield, RI
  • 05/2021 → 10/2021
    Providence College
    Providence, RI
  • 06/2020 → 05/2021
    Providence College
    Providence, RI
  • 07/2021 → 10/2021
    Convergeone
    Quincy, MA
  • 06/2017 → 05/2020
    Providence College
    Providence, RI
  • 08/2016 → 05/2020
    Providence College
    Providence, MA
  • 06/2017 → 08/2017
    Jake'S Seafood
    Hull, MA
  • 06/2018 → 08/2018
    The Catered Affair
    Norwell, MA
  • 06/2019 → 03/2020
    Providence College
    Providence, RI
  • 10/2021 → 07/2022
    Fidelity Investments
    Smithfield, RI
  • 06/2017 → 08/2019
    Ed Cooley Basketball Camp
    Providence, RI
  • 04/2024 → 04/2026
    Fidelity Investments
    Burlington, MA
Previous Registrations
  • 2025-03-31 → 2026-04-30
    Boston, MA
    Burlington, MA
    Boston, MA
  • 2024-06-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-21
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2023-07-21
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • John Joseph Donius
  • Jack Donius

View on SEC IAPD

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