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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
Manchester, NH • United States
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 |
|---|---|---|---|---|
| Citizens Bank | Manchester Nh | NH | 10/2017 | 04/2018 |
| Benchmark Electonics Inc | Nashua | NH | 04/2016 | 10/2017 |
| Citizens Bank | Manchester | NH | 04/2018 | 06/2019 |
| Citizens Securities, Inc | Manchester | NH | 05/2018 | 06/2019 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 07/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-02 |
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