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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Walgreens | Yonkers | NY | 02/2016 | 05/2017 |
| Unemployed | Yonkers | NY | 05/2017 | 11/2018 |
| Employment 2000 | Providence | RI | 11/2018 | 12/2018 |
| Unemployed | Yonkers | NY | 12/2018 | 01/2020 |
| Bank Of America | Jersey City | NJ | 01/2020 | 03/2021 |
| Fidelity Investments | Smithfield | RI | 07/2021 | Present |
| Year Up New York | New York City | NY | 02/2019 | 02/2020 |
| Unemployed | Providence | RI | 03/2021 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-28 |
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