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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-12 |
| NH | RA | APPROVED | 2025-06-25 |
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Stratham, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockport Boat Club | Rockport | ME | 06/2018 | 08/2018 |
| Portland Yacht Club | Falmouth | ME | 05/2021 | 06/2021 |
| Fidelity Investments | Merrimack | NH | 03/2025 | Present |
| Lyman Morse Marina | Camden | ME | 06/2021 | 08/2021 |
| Portland Yacht Club | Falmouth | ME | 06/2020 | 08/2020 |
| Lyman Morse Marina | Camden | ME | 06/2022 | 08/2022 |
| Yarmouth Middle School | Yarmouth | ME | 01/2014 | 06/2017 |
| Casco Bay Ymca | Freeport | ME | 09/2019 | 12/2019 |
| Rm Financial Services | Falmouth | ME | 05/2024 | 06/2024 |
| Yarmouth High School | Yarmouth | ME | 08/2017 | 06/2021 |
| Rockport Boat Club | Rockport | ME | 06/2017 | 08/2017 |
| Lyman Morse Marina | Camden | ME | 06/2023 | 08/2023 |
| Lyman Morse Marina | Camden | ME | 06/2024 | 08/2024 |
| Bentley University | Waltham | MA | 09/2021 | 08/2022 |
| Rockport Boat Club | Rockport | ME | 06/2019 | 08/2019 |
| University Of Vermont | Burlington | VT | 08/2022 | 12/2023 |
| Unemployed | Lincolnville | ME | 01/2025 | 03/2025 |
| Parker House Property Management | Camden | ME | 11/2024 | 01/2025 |
| Portland Yacht Club | Falmouth | ME | 05/2024 | 06/2024 |
| Rockport Boat Club | Rockport | ME | 06/2024 | 07/2024 |
| University Of Maine | Orono | ME | 01/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
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