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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 12/2015 | 12/2018 |
| Bank Of America, N.A. | Pennington | NJ | 12/2015 | 12/2018 |
| Hoffman'S Marina | Brielle | NJ | 04/2009 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Norriton | PA | 01/2019 | 01/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2020 | 12/2021 |
| Fidelity Investments | Malvern | PA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-30 |
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