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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
Rutherford, NJ • United States
165 Broadway, New York City, NY 10006-1404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | New York | NY | 10/2018 | Present |
| Regions Bank | Columbia | MO | 11/2016 | 05/2018 |
| Pepsico | Columbia | MO | 09/2017 | 10/2017 |
| Landmark Bank | Columbia | MO | 09/2015 | 08/2017 |
| Unemployed | North Arlington | NJ | 05/2018 | 10/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-08 |
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