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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Castleton Banquet And Conference Center | Windham | NH | 05/2015 | 08/2021 |
| Bayside Food And Beverage (33 Hilltop Restaurant) | Windham | NH | 10/2017 | 06/2018 |
| Fody'S Tavern | Derry | NH | 03/2019 | 08/2019 |
| Windham School District | Windham | NH | 11/2019 | 01/2021 |
| Windham School District | Windham | NH | 12/2020 | 01/2021 |
| High Point University | High Point | NC | 08/2020 | 05/2022 |
| Fidelity Investments | Merrimack | NH | 06/2022 | 08/2022 |
| High Point University | High Point | NC | 08/2022 | 05/2023 |
| Fidelity Investments | Merrimack | NH | 06/2023 | Present |
| High Point University | High Point | NC | 08/2019 | 05/2023 |
| High Point University | High Point | NC | 08/2019 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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