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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimerfunds | Centennial | CO | 08/2003 | 07/2017 |
| Unemployed | South Orange | NJ | 07/2017 | 12/2017 |
| Orinda Asset Management, Llc | South Orange | NJ | 01/2018 | 10/2018 |
| Foreside Fund Services, Llc | South Orange | NJ | 01/2018 | 11/2018 |
| Fidelity Brokerage Services Llc | Morristown | NJ | 12/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-26 |
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