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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
Somerville, MA • United States
One Spartan Way, Merrimack, NH 03054-4300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 09/2023 | Present |
| Unemployed | Poulsbo | WA | 05/2023 | 08/2023 |
| Knopman Marks | New York | NY | 05/2022 | 04/2023 |
| Thinking Cup | Boston | MA | 06/2021 | 08/2021 |
| Doordash | Poulsbo | WA | 05/2020 | 01/2021 |
| Fairfield University | Fairfield | CT | 09/2019 | 05/2023 |
| San Carlos Restaurant | Bainbridge Island | WA | 07/2018 | 01/2020 |
| Wbr Holdings, Inc, Dba Mora Iced Creamery | Bainbridge Island | WA | 08/2017 | 03/2018 |
| Bainbridge High School | Poulsbo | WA | 09/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-16 |
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