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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
East Williston, NY • United States
1130 Franklin Avenue, Garden City, NY 11530-1687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Business Capital | Bohemia | NY | 07/2016 | 10/2017 |
| Jp Morgan Securities Llc | Port Washington | NY | 11/2017 | 09/2020 |
| Jpmorgan Chase Bank | Port Washington | NY | 11/2017 | 09/2020 |
| Gwfs Equities, Inc | Greenwood Village | CO | 05/2021 | 08/2022 |
| Unemployed | Huntington Station | NY | 10/2020 | 11/2020 |
| Lendio | Woodbury | NY | 11/2020 | 05/2021 |
| Fidelity Investments | Garden City | NY | 08/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-20 |
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