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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Bedford | NH | 10/2017 | 04/2019 |
| Mass Mutual | Bedford | NH | 08/2017 | 04/2019 |
| Santander Securities, Llc | Dorchester | MA | 01/2022 | 11/2022 |
| Fidelity Investments | Merrimack | NH | 02/2024 | Present |
| Unemployed | Litchfield | NH | 09/2023 | 02/2024 |
| Commonwealth Financial Group | Boston | MA | 10/2017 | 04/2019 |
| Santander Securities, Llc | Dorchester | MA | 01/2022 | 11/2022 |
| Citizens Securities, Inc. | Nashua | NH | 04/2019 | 12/2021 |
| Hertz | Salem | NH | 04/2015 | 09/2017 |
| Geeks Who Drink Pub Quiz | Broomfield | CO | 01/2022 | 09/2022 |
| Santander Bank, Na | Boston | MA | 01/2022 | 09/2023 |
| Santander Securities, Llc | Dorchester | MA | 11/2022 | 09/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107218|OrgNmn:Geeks Who Drink|Org Addr:Broomfield,Colorado,US|OBA Nature:Bar Trivia Hosts|Invst Rel:N|Title:Employee|Duties:once every 2 months ask questions at a bar for about 2 hours. |StrtDt:03-01-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-107219|OrgNmn:Litchfield Schools Community Alliance|Org Addr:Litchfield,New Hampsh,US|OBA Nature:Helping Schools in litchfield |Invst Rel:N|Title:Director|Duties:Help with fundraising and efforts to build schools in Litchfiled NH|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-03 |
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