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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-27 |
| CT | RA | APPROVED | 2024-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Merrimack | NH | 05/2016 | 11/2017 |
| Edward Jones | St.LOuis | MO | 03/2018 | 08/2018 |
| Northeast Credit Union | Concord | NH | 12/2017 | 03/2018 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 12/2018 | 03/2020 |
| Unemployed | Londonderry | NH | 08/2018 | 11/2018 |
| Tudor Glen Village | Woburn | MA | 11/2018 | 12/2018 |
| Ameriprise Financial Services, Llc | Salem | NH | 12/2020 | 07/2021 |
| Fresenius Medical Care | Lexington | MA | 07/2020 | 11/2020 |
| Unemployed | Billerica | MA | 03/2020 | 07/2020 |
| Fidelity Investments | Merrimack | NH | 08/2021 | 01/2022 |
| Morgan Stanley | Wellesley | MA | 09/2023 | Present |
| Signiant | Lexington | MA | 03/2022 | 03/2023 |
| Unemployed | Billerica | MA | 04/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
| S66 | Uniform Combined State Law Examination | 2018-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-18 |
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