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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 |
Branch Locations
35 Morris Street, Morristown, NJ 07960-3919 • United States
Mountain Lakes, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Morristown | NJ | 08/2021 | Present |
| Apex Systems | Short Hills | NJ | 10/2015 | 09/2019 |
| Green Key Resources | New York | NY | 09/2019 | 07/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
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