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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
100 Howe Drive, Covington, KY 41015-5000 • United States
530 Route 35, Shrewsbury, NJ 07702-4139 • United States
Jackson, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St Paul | MN | 03/2021 | 11/2021 |
| Securian Financial Services Inc | St Paul | MN | 03/2021 | 11/2021 |
| Allied Wealth Partners | Manasquan | NJ | 03/2021 | 11/2021 |
| High Point University | High Point | NC | 10/2019 | 05/2021 |
| Central Metal Fabricators | Farmingdale | NJ | 09/2017 | 05/2020 |
| Six Flags Great Adventure | Jackson | NJ | 08/2015 | 06/2018 |
| High Point University | High Point | NC | 08/2019 | 05/2021 |
| Ocean County College | Toms River | NJ | 08/2017 | 05/2019 |
| Jackson Liberty High School | Jackson | NJ | 09/2014 | 06/2017 |
| Lululemon | Freehold | NJ | 12/2021 | 01/2022 |
| Fidelity Investments | Jackson | NJ | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-06 |
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