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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_RES | 2025-03-31 |
Branch Locations
480 Bedford Road, Chappaqua, NY 10514-1715 • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 01/2019 | 09/2022 |
| Enterprise Rent-A-Car | White Plains | NY | 11/2015 | 05/2018 |
| New York Life Insurance Company | White Plains | NY | 06/2018 | 09/2018 |
| Peekskill Brewery | Peekskill | NY | 09/2018 | 01/2019 |
| Bank Of America, N.A. | White Plains | NY | 03/2019 | 09/2022 |
| Fidelity Investments | Covington | KY | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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