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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, Na. | Henderson | NV | 10/2015 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Henderson | NV | 10/2015 | 05/2019 |
| Citigroup | Henderson | NV | 05/2019 | 02/2021 |
| Fidelity Investments | Henderson | NV | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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