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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Shrewsbury | NJ | 08/2013 | 07/2018 |
| Orchard Markets Inc | Colts Neck | NJ | 09/2008 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | Shrewsbury | NJ | 06/2012 | 07/2018 |
| Cion Securities, Llc | New York | NY | 07/2018 | 11/2020 |
| Jpmorgan Chase Bank, N.A. | Fairfield | NJ | 02/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Fairfield | NJ | 02/2021 | 12/2021 |
| Cion Investment Group Llc | New York | NY | 07/2018 | 11/2020 |
| Unemployed | Colts Neck | NJ | 12/2020 | 01/2021 |
| Fidelity Investments | Colts Neck | NJ | 01/2022 | Present |
| Rutgers Univeristy | New Brunswick | NJ | 09/2013 | 01/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-27 |
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