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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | 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 |
|---|---|---|---|---|
| The Ayco Company, L.P. | Albany | NY | 06/2018 | 01/2021 |
| Marketsource | Albany | NY | 11/2017 | 05/2018 |
| Nbt Bank | Latham | NY | 08/2016 | 10/2017 |
| Siena College | Loudonville | NY | 09/2016 | 05/2018 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 03/2024 |
| Fidelity Investments | Albany | NY | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-04-15 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
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