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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-04-23 |
| NH | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED | 2025-04-16 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Haverhill, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Craft Beer Cellar | Westford | MA | 05/2013 | 08/2017 |
| Revival Brewing Company | Chelmsford | MA | 08/2017 | 04/2018 |
| Kraftheinz | Chelmsford | MA | 05/2018 | 08/2019 |
| Citron Hygiene | Billerica | MA | 08/2019 | 08/2021 |
| Vinal Square Craft Beer Store | Chelmsford | MA | 01/2019 | 08/2019 |
| Rentokil Pest Control | Worcester | MA | 09/2021 | 09/2022 |
| Paychex | Concord | MA | 08/2022 | 12/2023 |
| Fidelity Investments | Merrimack | NH | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-06 |
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