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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
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
Monroe Township, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quarterhorse Technology | New York | NY | 02/2018 | 05/2018 |
| Ww International | New York | NY | 10/2017 | 01/2019 |
| Acordiq | New York | NY | 09/2016 | 12/2018 |
| Fidelity | Bridgewater | NJ | 01/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-07 |
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