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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 |
|---|---|---|---|---|
| Worden Capital Management Llc | New York | NY | 07/2018 | 10/2019 |
| Uber | White Plains | NY | 09/2017 | 06/2018 |
| Advance Auto Parts | White Plains | NY | 04/2017 | 09/2017 |
| Rgis Inventory Specialists | White Plains, Ny | NY | 11/2016 | 05/2017 |
| The Home Depot | Port Chester | NY | 06/2016 | 12/2016 |
| Joseph Stone Capital, Llc | New York | NY | 10/2019 | 10/2020 |
| Paulson Investment Co., Llc | New York | NY | 10/2020 | 08/2021 |
| Aegis Capital Corp | New York | NY | 08/2021 | 09/2021 |
| Thinkequity Llc | New York | NY | 09/2021 | 09/2022 |
| Fidelity Investments | Covington | KY | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-30 |
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