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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 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2021 | 05/2022 |
| Rocky's Hardware | New London | NH | 06/2021 | 10/2021 |
| Clarke's Hardware | New London | NH | 06/2020 | 08/2020 |
| Slope N Shore | New London | NH | 06/2014 | 08/2019 |
| Marist College | Poughkeepsie | NY | 09/2017 | 05/2021 |
| Proctor Academy | Andover | NH | 09/2013 | 05/2017 |
| Fidelity Investments | New York | NY | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-11 |
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