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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-05 |
| NH | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Melrose, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2024 | Present |
| Fedex Ground | Willington | CT | 10/2023 | 12/2023 |
| Unemployed | Spencer | MA | 01/2023 | 10/2023 |
| Toolsgroup | Boston | MA | 12/2020 | 01/2023 |
| Energy Baseball | Worcester | MA | 10/2023 | 10/2023 |
| Energy Baseball | Worcester | MA | 04/2020 | 08/2021 |
| Unemployed | Spencer | MA | 03/2016 | 10/2016 |
| Oracle | Burlington | MA | 09/2019 | 11/2020 |
| Rescue One Financial | Irvine | CA | 08/2017 | 08/2019 |
| Sureco Insurance | Santa Ana | CA | 01/2017 | 06/2017 |
| Ups | Shrewsbury | MA | 10/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-11 |
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