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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
| NH | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concord Academy | Concord | MA | 06/2022 | 08/2023 |
| Westford Public Schools | Westford | MA | 05/2014 | 05/2017 |
| Brickhouse Center Pizza | Chelmsford | MA | 01/2019 | 02/2024 |
| Umass Dining Services | Amherst | MA | 06/2022 | 05/2024 |
| Fidelity Investments | Merrimack | NH | 05/2024 | Present |
| Unique Renovations Inc. | Westford | MA | 05/2017 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-15 |
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