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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-30 |
| NY | 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 |
|---|---|---|---|---|
| Pruco Securities Llc | White Plains | NY | 11/2018 | 12/2021 |
| Unemployed | White Plains | NY | 04/2018 | 11/2018 |
| Boar's Head Brand | Sarasota | FL | 08/2016 | 04/2018 |
| Prudential Insurance Company Of America | White Plains | NY | 11/2018 | 12/2021 |
| The Prudential Insurance Company Of America | White Plains | NY | 04/2019 | 12/2021 |
| Fidelity Investments | Merrimack | NH | 12/2021 | 07/2025 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 07/2025 |
| Strategic Advisers Llc | Jacksonville | FL | 07/2025 | Present |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-26 |
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