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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
One Spartan Way, Merrimack, NH 03054-4300 • United States
Two Contra Way, Merrimack, NH 03054-4334 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noble Financial Capital Markets | Boca Raton | FL | 04/2016 | 08/2019 |
| Quantex Clearing, Llc | Boynton Beach | FL | 10/2019 | 11/2021 |
| Velocity Clearing Llc | Boca Raton | FL | 11/2019 | 11/2021 |
| Tor Brokerage Llc | North Bergen | NJ | 07/2021 | 11/2021 |
| Fidelity Investments | Merrimack | NH | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-14 |
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