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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Notre Dame | Notre Dame | IN | 08/2016 | 05/2020 |
| Strategy Leaders | Norwalk | CT | 06/2019 | 08/2019 |
| Hudson Bay Capital | New York | NY | 05/2018 | 07/2018 |
| Caritas Of Port Chester | Port Chester | NY | 07/2017 | 08/2017 |
| Powell Catering Services | Harrison | NY | 05/2013 | 08/2020 |
| Equitable Advisors, Llc | New York | NY | 01/2021 | 05/2021 |
| Unemployment | Harrison | NY | 08/2020 | 12/2020 |
| Fidelity Investments | Merrimack | NH | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-12 |
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