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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
330 Park Ave S, New York, NY 10010-3643 • United States
East Meadow, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/2019 | 03/2022 |
| Greico Financial Training | New York | NY | 07/2018 | 12/2018 |
| Premium Merchant Funding | New York | NY | 07/2017 | 07/2018 |
| Blink Fitness | Hicksville | NY | 03/2017 | 03/2018 |
| Hunger Pass | Garden City | NY | 05/2017 | 09/2017 |
| East Meadow School | East Meadow | NY | 05/2008 | 05/2019 |
| Sodexo | East Meadow | NY | 02/2016 | 09/2016 |
| Equinox | East Meadow | NY | 05/2017 | 12/2017 |
| Blink Holdings | East Meadow | NY | 05/2017 | 01/2018 |
| Premium Merchant Funding | East Meadow | NY | 09/2017 | 07/2018 |
| The College Of New Jersey | Ewing Township | NJ | 08/2015 | 12/2016 |
| New York University | New York | NY | 08/2016 | 05/2019 |
| Bank Of America, N.A | New York | NY | 02/2020 | 03/2022 |
| Fidelity Investments | New York | NY | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
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