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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
869 Washington Blvd, Stamford, CT 06901-2903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Fairfield | CT | 05/2008 | 09/2021 |
| Prudential Annuities Distributors, Inc. | Shelton | CT | 05/2008 | 09/2016 |
| Prudential Investment Management Services, Llc | Fairfield | NJ | 10/2016 | 09/2021 |
| Fidelity Investments | Stamford | CT | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-22 |
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