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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_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mount Desert Island High School | Bar Harbor | ME | 09/2015 | 06/2019 |
| Kebo Valley Golf Course | Bar Harbor | ME | 07/2015 | 08/2023 |
| First National Bank (Me) | Bar Harbor | ME | 05/2021 | 08/2021 |
| First National Bank (Me) | Bar Harbor | ME | 05/2022 | 08/2022 |
| Brooklyn Pizza Co. | Wilmington | NC | 02/2023 | 04/2023 |
| Fidelity Investments | Merrimack | NH | 01/2024 | Present |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2019 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-03 |
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