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99 Water Street Suite 3, Exeter, NH 03833 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2015 | 06/2017 |
| Unemployed | Exeter | NH | 07/2017 | 11/2017 |
| Axa Advisors, Llc | New York | NY | 11/2017 | 03/2018 |
| Clarfeld Financial Advisors, Llc | Manchester | NH | 08/2019 | 05/2021 |
| Citizens Securities | Manchester | NH | 04/2018 | 12/2019 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2021 | 05/2022 |
| Ally Invest Advisors | Charlotte | NC | 10/2021 | 05/2022 |
| Ally Invest Advisors | Charlotte | NC | 05/2022 | 08/2025 |
| Ally Invest Securities Llc | Charlotte | NC | 05/2022 | 08/2025 |
| Mercor | Rye | NH | 02/2026 | 03/2026 |
| Blueline Advisors, Llc | Exeter | NH | 08/2026 | Present |
| Unemployed | Rye | NH | 09/2025 | 01/2026 |
| Unemployed | Rye | NH | 04/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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