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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 |
| 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 07/2015 | 11/2016 |
| Bank Of America, N.A. | Melville | NY | 10/2015 | 11/2016 |
| Ubs Financial Services Inc. | Weehawken | NJ | 11/2016 | 03/2020 |
| Fidelity Brokerage Services Llc | New York | NY | 04/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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