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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates/ Ab | Palm Beach | FL | 05/2020 | 09/2021 |
| Peter Coppola | Boca Raton | FL | 10/2015 | 04/2020 |
| Dr. Gil Lichtshein Psychiatry Office | Boca Raton | FL | 01/2017 | 02/2018 |
| Florida Atlantic University | Boca Raton | FL | 01/2016 | 05/2020 |
| Fidelity Investments | Charlotte | NC | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-14 |
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