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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 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Somerset | NJ | 05/2007 | 03/2017 |
| Mml Investors Services, Llc | Warren | NJ | 03/2017 | 06/2020 |
| Massmutual | Warren | NJ | 03/2017 | 06/2020 |
| Fidelity Brokerage Services Llc | Morristown | NJ | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-27 |
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