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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
Morristown, NJ • United States
57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernards Township Board Of Education | Basking Ridge | NJ | 09/2000 | 08/2019 |
| Self Employed | Somerset | NJ | 09/2005 | 02/2021 |
| Equitable Advisors Llc | New York | NY | 03/2021 | 08/2021 |
| Valic Financial Advisors, Inc. | Mount Laurel | NJ | 09/2021 | 02/2022 |
| Newark Public Schools | Newark | NJ | 02/2022 | 08/2022 |
| Fidelity Investments | Morristown | NJ | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
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