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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuny Baruch College | New York | NY | 08/2012 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2015 | 01/2023 |
| Bank Of America, N.A. | New York | NY | 08/2015 | 01/2023 |
| Fidelity Investments | New York City | NY | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-20 |
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