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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2020 | 06/2020 |
| Rutgers University | New Brunswick | NJ | 09/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 05/2020 | 09/2023 |
| Equitable | Woodbridge | NJ | 09/2023 | 02/2024 |
| Fidelity Investments | Princeton | NJ | 02/2024 | Present |
| Beacon Hill Club | Summit | NJ | 05/2018 | 08/2018 |
| Unemployed | New Brunswick | NJ | 08/2018 | 06/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-23 |
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