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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 11/2018 | 04/2021 |
| Minnesota Life Insurance Co. | St. Paul | MN | 11/2018 | 04/2021 |
| Allied Wealth Partners | Parsippany | NJ | 11/2018 | 04/2021 |
| Creative Financial Strategies | Wall Township | NJ | 04/2018 | 10/2018 |
| Graduate Student | West Orange | NJ | 01/2018 | 12/2018 |
| Lynn University | Boca Raton | FL | 01/2016 | 12/2017 |
| Lynn University | Boca Raton | FL | 08/2015 | 12/2017 |
| Zinnburger | Manalapan | NJ | 06/2019 | 08/2019 |
| Fidelity Investments | Colts Neck | NJ | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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