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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-21 |
| MA | RA | APPROVED | 2025-03-31 |
| NH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
Greenfield, MA • United States
29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Methuen | MA | 12/2013 | 12/2021 |
| Greatler Lawrence Family Health Center | Methuen | MA | 12/2021 | 01/2022 |
| Umass Dining Commons | Amherst | MA | 02/2022 | 05/2023 |
| C&S Wholesale Grocers | Keene | NH | 06/2022 | 08/2022 |
| Newell Brands - Yankee Candle | South Deerfield | MA | 11/2022 | 01/2023 |
| Friendly's Restaurants | Greenfield | MA | 02/2023 | 03/2023 |
| Big Y World Class Market | Amherst | MA | 03/2023 | 05/2023 |
| Enterprise Holdings | Northampton | MA | 05/2023 | 09/2023 |
| Unemployed | Methuen | MA | 09/2023 | 01/2024 |
| J.B. Hunt | Brattleboro | VT | 01/2024 | 05/2024 |
| Fidelity Investments | Merrimack | NH | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
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