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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-26 |
| NY | RA | APPROVED | 2026-01-24 |
Branch Locations
2142 Fashion Drive, Nanuet, NY 10954-2747 • United States
Saddle Brook, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Bellevue | NE | 11/2007 | 12/2022 |
| Charles Schwab And Co., Inc. | Bellevue | NE | 12/2022 | 05/2023 |
| Fidelity Investmets | Nanuet | NY | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-14 |
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