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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plymouth State University | Peterborough | NH | 09/2019 | 05/2024 |
| Albertsons | Peterborough | NH | 06/2021 | 10/2023 |
| Td Bank | Peterborough | NH | 10/2023 | 05/2024 |
| St. Mary'S Bank | Peterborough | NH | 06/2023 | 09/2023 |
| Fidelity Investments | Merrimack | NH | 05/2024 | Present |
| Conval School System | Peterborough | NH | 09/2013 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-06 |
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