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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED | 2025-04-16 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Portsmouth, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millwork City | York | ME | 06/2017 | 03/2018 |
| Ledges Golf Club | York | ME | 04/2018 | 08/2021 |
| Market Basket | Portsmouth | NH | 09/2015 | 10/2016 |
| Zumiez | Kittery | ME | 11/2016 | 05/2017 |
| Laz Parking | Portsmouth | NH | 09/2021 | 05/2023 |
| John Hancock | Boston | MA | 10/2021 | 04/2022 |
| Enterprise | Portsmouth | NH | 06/2022 | 09/2022 |
| Weathervane | Kittery | ME | 10/2020 | 03/2021 |
| Fidelity Investments | Merrimack | NH | 06/2023 | Present |
| Saint Thomas Aquinas High School | Dover | NH | 09/2019 | 05/2023 |
| University Of New Hampshire | Durham | NH | 09/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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