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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 12/2015 | 03/2022 |
| Fidelity Investments | Dallas | TX | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129091|OrgNmn:TBD|Org Addr:Haslet,Texas,US|OBA Nature:Personal Trainer|Invst Rel:N|Title:Sole Proprietor|Duties:Improve people's physical fitness through personal training|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-130210|OrgNmn:eBay Resale|Org Addr:Haslet,Texas,US|OBA Nature:Ebay Resale with spouse|Invst Rel:N|Title:Partner|Duties:Buy and resell items on Ebay|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-03 |
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