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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-23 |
| MA | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED | 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 08/2018 |
| Education | New Orleans | LA | 08/2016 | 05/2017 |
| Carbonite | Boston | MA | 08/2018 | 04/2019 |
| Self Employed | Danvers | MA | 05/2019 | 10/2020 |
| Fidelity Investments | Merrimack | NH | 11/2020 | 10/2021 |
| Fidelity Investments | Denver | CO | 11/2021 | 05/2025 |
| Strategic Advisers | Boston | MA | 03/2025 | Present |
| Fidelity Investments | Merrimack | NH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
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