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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jvj Solutions | Lawrence | MA | 05/2021 | 08/2023 |
| Fidelity Investments | Merrimack | NH | 08/2023 | Present |
| Ridgewells Catering | Bethesda | MD | 05/2022 | 06/2022 |
| Kennedy Landscaping | Wilmington | MA | 06/2019 | 05/2021 |
| Richardson's Ice Cream | Middleton | MA | 01/2018 | 09/2018 |
| Gymstreet Usa | Wilmington | MA | 10/2015 | 12/2016 |
| Dairy Queen | North Reading | MA | 09/2015 | 11/2016 |
| Stonehill College | North Easton | MA | 08/2018 | 05/2023 |
| Wilmington High School | Wilmington | MA | 08/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-04 |
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