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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
Flemington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2010 | 07/2022 |
| Bank Of America, N.A. | Pennington | NJ | 10/2010 | 07/2022 |
| Fidelity Investments | Bridgewater | NJ | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-15 |
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