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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-18 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
142 New Moriches Road, Lake Grove, NY 11755-1300 • United States
Stony Brook, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fort Solonga | NY | 06/2017 | 08/2017 |
| Equity Services, Inc. | Montpelier | VT | 03/2021 | 08/2023 |
| Salesforce Marketing | West Babylon | NY | 08/2014 | 04/2017 |
| Spectrum Component | Holbrook | NY | 05/2018 | 05/2018 |
| Ky Automotive | Massapequa | NY | 05/2018 | 09/2018 |
| Robert Elbogen Agency Inc | Baldwin | NY | 08/2019 | 01/2020 |
| Mta New York City Transit | Hollis | NY | 01/2020 | 01/2021 |
| Kje Consultants Llc | Hauppauge | NY | 11/2022 | 08/2023 |
| State Farm | Bladwin | NY | 07/2019 | 01/2020 |
| Shadowbox | Hicksville | NY | 03/2019 | 07/2019 |
| Mr. Bbq | Farmingdale | NY | 10/2018 | 03/2019 |
| Mercedes Benz | Amityville | NY | 03/2018 | 10/2018 |
| Lirr | Queens | NY | 01/2020 | 01/2021 |
| Fidelity Investments | Lake Grove | NY | 02/2024 | Present |
| Apple Inc. | Garden City | NY | 09/2017 | 03/2018 |
| J.P. Morgan Chase | Greenvale | NY | 08/2023 | 02/2024 |
| The Quintessential Experience In Financial Services | Hauppauge | NY | 01/2021 | 08/2023 |
| Rba | Farmingdale | NY | 04/2017 | 09/2017 |
| Pro Quality | West Babylon | NY | 07/2013 | 04/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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