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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-04-12 |
Branch Locations
3 University Plaza Suite 614, Hackensack, NJ 07601 • United States
West New York, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | New York | NY | 12/2014 | 08/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2023 |
| Strategic Advisers Llc | Paramus | NJ | 05/2016 | 07/2018 |
| Tiaa | Hackensack | NJ | 04/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hackensack | NJ | 04/2024 | Present |
| Unemployed | Unemployed | NJ | 09/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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