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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
530 Route 35, Shrewsbury, NJ 07702-4139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Bridgewater | NJ | 09/2015 | 12/2017 |
| Mml Investors Services Llc | Bridgewater | NJ | 11/2015 | 12/2017 |
| Pruco Securities, Llc | East Brunswick | NJ | 01/2018 | 09/2019 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 01/2018 | 09/2019 |
| Guardian Life Insurance Co Of America Inc | Wall | NJ | 10/2019 | 05/2020 |
| Park Avenue Securities, Llc | Wall | NJ | 10/2019 | 05/2020 |
| E*Trade Securities Llc | Morristown | NJ | 05/2020 | 08/2023 |
| E*Trade Capital Management Llc | Morristown | NJ | 05/2020 | 08/2023 |
| Morgan Stanley | Morristown | NJ | 03/2023 | 08/2023 |
| Fidelity Investments | Bridgewater | NJ | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-16 |
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