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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 |
| 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 |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 01/2021 | Present |
| Malum Llc | Monroe | NY | 06/2016 | 01/2021 |
| York College Of Pa | York | PA | 08/2016 | 07/2017 |
| Ithaca College | Ithaca | NY | 08/2017 | 08/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-107292|OrgNmn:Malum LLC|Org Addr:Monroe,New York,US|OBA Nature:Construction|Invst Rel:N|Title:Laborer|Duties:Laborer|StrtDt:02-01-24|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-15 |
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