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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Merrimack | NH | 04/2017 | 03/2025 |
| Nh Dot Bureau Of Traffic Management | Concord | NH | 09/2014 | 04/2017 |
| Fidelity Investments | Nashua | NH | 03/2025 | 02/2026 |
| Charles Schwab & Co., Inc. | Burlington | MA | 03/2026 | Present |
| Charles Schwab Bank, Ssb | Burlington | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-10 |
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