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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
Armonk, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc. | White Plains | NY | 01/2013 | 01/2017 |
| J.P. Morgan Securities Llc | White Plains | NY | 01/2017 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 08/2017 | 03/2019 |
| Homemaking | Armonk | NY | 04/2017 | 07/2017 |
| Homemaking | Armonk | NY | 04/2019 | 09/2019 |
| Investors Bank | Franklin Square | NY | 10/2019 | 12/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2019 | 12/2019 |
| Cetera Investment Advisers Llc | Franklin Square | NY | 10/2019 | 12/2019 |
| North Lake Solutions | Armonk | NY | 12/2019 | 03/2021 |
| Fidelity Investments | Scarsdale | NY | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-29 |
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