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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
480 Bedford Road, Chappaqua, NY 10514-1715 • United States
Fleetwood, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ursuline School | Ny | NY | 09/2012 | 05/2019 |
| Villanova University | Pa | PA | 08/2019 | 05/2023 |
| Newedge Wealth | Ct | CT | 06/2021 | 08/2022 |
| Unemployed | Ny | NY | 06/2023 | 04/2024 |
| Davenport Beach Club | Ny | NY | 05/2017 | 08/2020 |
| Fidelity Investments | Chappaqua | NY | 05/2024 | Present |
| Karyn Nordstrom | Ny | NY | 09/2018 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-29 |
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