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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
Port Chester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Armonk | NY | 01/2019 | 12/2021 |
| Rye Ymca | Rye | NY | 09/2012 | 03/2020 |
| Baruch College | New York | NY | 01/2016 | 08/2019 |
| Wells Fargo Bank, Na | Armonk | NY | 03/2016 | 09/2018 |
| Wells Fargo Bank, Na | Armonk | NY | 09/2018 | 08/2019 |
| Wells Fargo Bank, Na | Pleasantville | NY | 08/2019 | 12/2021 |
| Fidelity Investments | Scarsdale | NY | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-20 |
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