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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_RES | 2025-03-31 |
Branch Locations
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 06/2015 | 08/2019 |
| Minnesota Life Insurance Co | St Paul | MN | 06/2015 | 08/2019 |
| Allied Wealth Partners | Parsippany | NJ | 06/2015 | 08/2019 |
| The Prudential Insurance Company Of America | East Brunswick | NJ | 08/2019 | 07/2021 |
| Pruco Securities, Llc | East Brunswick | NJ | 08/2019 | 07/2021 |
| Fidelity Investments | Bridgewater | NJ | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-06 |
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