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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-07-25 |
| NY | RA | APPROVED | 2025-07-25 |
| TX | RA | APPROVED | 2025-07-25 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
Poughkeepsie, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Online Drop Shop | Yonkers | NY | 01/2021 | 12/2021 |
| Jpmorgan Securities Llc | New York | NY | 07/2021 | 06/2025 |
| Lemac Pharmacy | Yonkers | NY | 08/2016 | 07/2017 |
| Carmatic | Greenvale | NY | 07/2019 | 11/2019 |
| Tesla Motors | Mount Kisco | NY | 03/2018 | 06/2019 |
| Ez Pass | Yonkers | NY | 07/2017 | 09/2017 |
| Costas Construction | Yonkers | NY | 06/2020 | 05/2021 |
| Bmw Of Mount Kisco | Mount Kisco | NY | 12/2019 | 06/2020 |
| Westchester Community College | Valhalla | NY | 09/2015 | 12/2020 |
| Fidelity Investments | Greenwich | CT | 06/2025 | Present |
| Bmw Of Westchester | White Plains | NY | 09/2017 | 03/2018 |
| Jpmorgan Chase Bank | New York | NY | 07/2021 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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