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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 | 2025-03-31 |
Branch Locations
225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States
Amherst, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tremonte Pizzeria, Llc | Tyngsboro | MA | 05/2019 | 06/2019 |
| Bobby & Jack'S Memphis Barbeque | Tewksbury | MA | 08/2019 | 11/2019 |
| Medaglia & Co. Inc | Nashua | NH | 06/2020 | 11/2021 |
| Boys & Girls Club Of Manchester | Manchester | NH | 11/2021 | 02/2023 |
| Charlotte Klein Dance Centers | Worcester | MA | 09/2019 | 06/2021 |
| Dean College Phonathon | Franklin | MA | 09/2018 | 03/2020 |
| Dunkin Donuts | Tyngsboro | MA | 06/2015 | 01/2019 |
| Gate City Ballet | Nashua | NH | 07/2018 | 08/2018 |
| Dean College | Franklin | MA | 09/2016 | 05/2020 |
| Fidelity Investments | Merrimack | NH | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-07 |
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