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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marketsource | Nashua | NH | 09/2015 | 03/2017 |
| Maverick Technical Institute | Nashua | NH | 09/2016 | 12/2016 |
| Fidelity Brokerage Services, Llc | Merrimack | NH | 04/2017 | Present |
| University Of New Hampshire | Manchester | NH | 09/2015 | 12/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-22 |
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