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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Universal | Staten Island | NY | 07/2019 | 02/2021 |
| Equitable Advisors, Llc | New York | NY | 12/2020 | 03/2021 |
| Monmouth University | West Long Branch | NJ | 09/2017 | 06/2019 |
| The College Of Staten Island | Staten Island | NY | 09/2019 | 12/2020 |
| Susan E Wagner High School | Staten Island | NY | 09/2013 | 08/2017 |
| Nylife Securities Llc | Staten Island | NY | 04/2021 | 04/2022 |
| New York Life Insurance Co | Staten Island | NY | 03/2021 | 04/2022 |
| Eagle Strategies Llc | Staten Island | NY | 10/2021 | 04/2022 |
| Fidelity Investments | Staten Island | NY | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
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