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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 10/2020 | 04/2022 |
| Unemployed | Middlesex | NJ | 07/2020 | 10/2020 |
| Rutgers University | Newark | NJ | 09/2016 | 05/2020 |
| Lincoln Technical Institute | South Plainfield | NJ | 05/2016 | 07/2020 |
| Quick Chek | Bound Brook | NJ | 08/2015 | 10/2016 |
| Express Fashion | Bridgewater | NJ | 11/2014 | 10/2016 |
| Target Corporation | Bridgewater | NJ | 10/2019 | 02/2020 |
| Spirits Holdings | Scotch Plains | NJ | 02/2019 | 03/2019 |
| New York Life | Middlesex | NJ | 07/2020 | 07/2020 |
| Fidelity Investments | Center Valley | PA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-08 |
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