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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
150 Essex St, Millburn, NJ 07041-1631 • United States
Mahwah, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Parsippany | NJ | 08/2011 | 07/2018 |
| Principal Life Insurance Company | Parsippany | NJ | 08/2011 | 07/2018 |
| Fidelity Brokerage Services | Towson | MD | 07/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-16 |
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