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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 12/2023 | Present |
| Black Diamond Networks | Andover | MA | 06/2022 | 10/2023 |
| Xos Digital | Wilmington | MA | 06/2019 | 08/2019 |
| Dunkin Donuts | Plymouth | NH | 08/2018 | 05/2019 |
| Mobil | Bedford | NH | 01/2018 | 08/2018 |
| Amherst Middle School | Amherst | NH | 06/2016 | 08/2017 |
| Dunkin Donuts | Amherst | NH | 01/2015 | 03/2017 |
| College Bound Movers | Merrimack | NH | 06/2019 | 12/2023 |
| Souhegan High School | Amherst | NH | 08/2014 | 05/2018 |
| Plymouth State University | Plymouth | NH | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-13 |
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