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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
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chelmsford Public Schools | Chelmsford | MA | 01/2013 | 08/2017 |
| Essex County Club | Manchester-By-The-Sea | MA | 08/2018 | 09/2022 |
| Skidmore College | Saratoga Springs | NY | 09/2019 | 04/2023 |
| Valley Associates | Haverhill | MA | 10/2020 | 01/2021 |
| Thorn And Roots | Saratoga Springs | NY | 10/2021 | 01/2022 |
| Fidelity Investments | Merrimack | NH | 09/2023 | Present |
| Kimball Farm | Carlisle | NY | 08/2017 | 08/2019 |
| Kimball Farms | Carlisle | MA | 06/2023 | 09/2023 |
| Whittier Technical High School | Haverhill | MA | 12/2021 | 06/2023 |
| Skidmore College | Saratoga Springs | NY | 09/2019 | 05/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-16 |
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