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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| NJ | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Montvale | NJ | 06/2011 | 01/2018 |
| Jp Morgan Securities Llc | Garfield | NJ | 08/2019 | 11/2022 |
| Jp Morgan Chase Bank, N.A. | Garfield | NJ | 08/2019 | 11/2022 |
| Pnc Investments | Montvale | NJ | 02/2018 | 07/2019 |
| Fidelity Investments | Wayne | NJ | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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