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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 06/2019 | 08/2020 |
| Manpower Group | West Deptford | NJ | 05/2019 | 06/2019 |
| Horizon Lending | Sicklerville | NJ | 10/2018 | 06/2019 |
| Acre Mortgage | Marlton | NJ | 05/2018 | 11/2018 |
| Tam Lending Inc | Cherry Hill | NJ | 01/2018 | 05/2018 |
| J.G. Wentworth Home Lending | Chesterbrook | PA | 08/2017 | 02/2018 |
| Phh Mortgage | Mount Laurel | NJ | 01/2017 | 08/2017 |
| Contemporary Staffing Solutions | Mount Laurel | NJ | 07/2016 | 01/2017 |
| Bank Of America, N.A. | Philadelphia | PA | 08/2019 | 08/2020 |
| Phh Mortgage | Mount Laurel | NJ | 08/2020 | 05/2021 |
| Fidelity Investments | Marlton | NJ | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-07 |
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