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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 | 2025-03-31 |
Branch Locations
35 Morris Street, Morristown, NJ 07960-3919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Action Consulting | Hempstead | NY | 06/2017 | 08/2017 |
| Penn State University | State College | NY | 08/2014 | 05/2018 |
| Unemployed | Huntington | NY | 06/2018 | 09/2018 |
| Axa Advisors, Llc | New York | NY | 09/2018 | 11/2018 |
| Fidelity Brokerage Services Llc | Huntington Station | NY | 11/2018 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
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