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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 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Woodland Park | NJ | 03/2015 | 04/2017 |
| Capital One Investing, Llc | Parsippany | NJ | 04/2017 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Iselin | NJ | 08/2018 | 03/2022 |
| Jp Morgan Chase | Metuchen | NJ | 02/2018 | 08/2018 |
| Fidelity Brokerage Services Llc | New York | NY | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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