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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shooting Stars Performing Arts| | Holden | MA | 09/2017 | 05/2019 |
| Joeys Bar And Grill | Worcester | MA | 10/2017 | 06/2018 |
| El Basha Grille | Westborough | MA | 05/2019 | 08/2019 |
| Unemployed | Holden | MA | 08/2019 | 06/2020 |
| Fidelity Investments | Smithfield | RI | 03/2024 | Present |
| Unemployed | Holden | MA | 07/2000 | 10/2017 |
| El Basha Grille | Westborough | MA | 10/2022 | 05/2023 |
| Unemployed | Worcester | MA | 01/2024 | 03/2024 |
| Sesuit Harbor Cafe | Dennis | MA | 06/2020 | 10/2023 |
| New York Life | Westborough | MA | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-26 |
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