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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Sleepy Hollow | NY | 11/2015 | 03/2019 |
| Tapfin/Ey | Secaucus | NJ | 10/2019 | 12/2021 |
| Unemployed | Staten Island | NY | 03/2019 | 10/2019 |
| Pruco Securities Llc | East Brunswick | NJ | 04/2021 | 12/2021 |
| Fidelity Investments | Merrimack | NH | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-31 |
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-04 |
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