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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Yonkers | NY | 03/2015 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Yonkers | NY | 03/2015 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Purchase | NY | 07/2017 | 03/2021 |
| Morgan Stanley Private Bank, N.A. | Purchase | NY | 07/2017 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Darien | CT | 03/2021 | 03/2023 |
| Fidelity Investments | Nanuet | NY | 04/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-28 |
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