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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Parcel Service | Chelmsford | MA | 11/2016 | 02/2017 |
| Jersey Surf Drum And Bugle Corps | Mt Holly | NJ | 05/2016 | 11/2016 |
| Citizens Bank | Tewksbury | MA | 02/2017 | 03/2019 |
| Citizens Securities, Inc | Tewksbury | MA | 03/2017 | 03/2019 |
| Citizens Securities Inc. | Tewksbury | MA | 03/2019 | 10/2019 |
| Citizens Bank | Tewksbury | MA | 03/2019 | 10/2019 |
| Citizens Securities, Inc | Wilmington | MA | 10/2019 | 02/2020 |
| Citizens Bank | Wilmington | MA | 10/2019 | 02/2020 |
| Citizens Securities, Inc. | Tewksbury | MA | 02/2020 | 06/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-22 |
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