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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Manchester, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medicus Healthcare Solutions | Windham | NH | 05/2016 | 11/2016 |
| Stay Positive Apparel Llc | Windham | NH | 10/2013 | 07/2021 |
| Digital Federal Credit Union | Hudson | NH | 12/2016 | 11/2017 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 11/2017 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Durham | NC | 12/2020 | 07/2021 |
| J.P. Morgan Securities Llc | Durham | NC | 12/2020 | 07/2021 |
| Fidelity Personal And Workplace Advisors | Merrimack | NH | 06/2020 | 11/2020 |
| Fidelity Investments | Merrimack | NH | 11/2017 | 11/2020 |
| Fidelity Investments | Durham | NC | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-19 |
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