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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-13 |
Branch Locations
1295 State Street, Springfield, MA 01111 • United States
Boscawen, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goodales Bike Shop | Nashua | NH | 08/2012 | 06/2023 |
| Millennium Running | Bedford | NH | 02/2016 | 11/2016 |
| Lucas Pozzetta Professional Athlete (Not Llc) | Merrimack | NH | 01/2016 | 01/2018 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 01/2018 | 01/2020 |
| Ameriprise Financial Services, Llc. | Portsmouth | NH | 03/2020 | 07/2021 |
| Ally Invest Securities Llc | Charlotte | NC | 07/2021 | 04/2025 |
| Ally Invest Advisors | Charlotte | NC | 10/2021 | 04/2025 |
| Mml Investors Services, Llc | Boscawen | NH | 05/2025 | Present |
| Massmutual | Springfield | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-12 |
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