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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferncroft Country Club | Middleton | MA | 10/2016 | 09/2020 |
| Essex County Brewing Co | Peabody | MA | 07/2020 | 01/2023 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2018 | 05/2022 |
| Dryft Revere | Revere | MA | 12/2022 | 06/2024 |
| Rochambeau | Boston | MA | 06/2024 | 02/2025 |
| Ski Bradford | Bradford | MA | 11/2016 | 03/2022 |
| Fidelity Investments | Merrimack | NH | 03/2025 | Present |
| Pentucket Regional High School | West Newbury | MA | 09/2014 | 05/2018 |
| Nextdoor Speakeasy | East Boston | MA | 06/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-01 |
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