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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_RES | 2025-03-31 |
Branch Locations
Jersey City, NJ • United States
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2021 | 01/2022 |
| Outback Steakhouse | South Burlington | VT | 04/2019 | 05/2019 |
| Burlington Country Club | Burlington | VT | 09/2019 | 12/2019 |
| Windjammer Restaurant | South Burlington | VT | 03/2020 | 03/2020 |
| Bahrs Landing | Highlands | NJ | 06/2013 | 01/2021 |
| Tfs Securities Inc. | Lincroft | NJ | 06/2019 | 08/2019 |
| First Standard Financial | Red Bank | NJ | 12/2017 | 02/2018 |
| Fidelity Investments | Leonardo | NJ | 01/2022 | Present |
| The University Of Vermont | Burlington | VT | 08/2016 | 05/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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