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10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-16 |
| MA | RA | APPROVED | 2022-06-21 |
Branch Locations
10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States
24 Federal Street Eighth Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Merrimack | NH | 02/1998 | 03/2022 |
| Strategic Advisors, Inc | Merrimack | NH | 12/2003 | 03/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2022 |
| Pathstone | Boston | MA | 03/2022 | Present |
PARTNER OF SANCTUM PARTNERS, A REAL ESTATE INVESTING PARTNERSHIP, LOCATED AT 1 HARDY ROAD #132, BEDFORD, NH, 03110; START MARCH 2020; HE HAS OWNERSHIP DUTIES AND RECEIVES NO ANNUAL COMPENSATION - ALL INCOME IS REINVESTED IN THE PARTNERSHIP; 1-5 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-10 |
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