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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-31 |
| 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 |
|---|---|---|---|---|
| Lincoln Sudbury Regional High School | Sudbury | MA | 08/2015 | 05/2019 |
| University Of New Hampshire | Durham | NH | 08/2019 | 07/2023 |
| The Field House | Sudbury | MA | 06/2015 | 08/2019 |
| The Local | Wayland | MA | 08/2019 | 08/2023 |
| Cj'S Pizza | Sudbury | MA | 08/2018 | 09/2018 |
| Fidelity Investments | Merrimack | NH | 08/2023 | Present |
| Juliana'S Catering | Sudbury | MA | 06/2016 | 08/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101891|OrgNmn:The Local Wayland|Org Addr:Wayland,Massachuse,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Preparing drinks, serving food|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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