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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_RES | 2025-03-31 |
Branch Locations
Basking Ridge, NJ • United States
35 Morris Street, Morristown, NJ 07960-3919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nobody Denied | Springfield | NJ | 02/2010 | 11/2017 |
| Securian Financial Services Inc | St Paul | MN | 08/2016 | 04/2018 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2016 | 04/2018 |
| Allied Wealth Partners | Parsippany | NJ | 08/2016 | 04/2018 |
| Morristown Beard School | Morristown | NJ | 06/2015 | 12/2018 |
| The Prudential Insurance Company Of America | East Hanover | NJ | 04/2018 | 01/2019 |
| Pruco Securities, Llc | East Hanover | NJ | 04/2018 | 01/2019 |
| Massmutual Life Insurance | Fairfield | NJ | 02/2019 | 03/2020 |
| Mml Investors Services, Llc | Fairfield | NJ | 02/2019 | 03/2020 |
| Td Ameritrade | Morristown | NJ | 04/2020 | 09/2020 |
| Fidelity Investments | Morristown | NJ | 09/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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