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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 |
Branch Locations
Morristown, NJ • United States
Morristown, NJ • United States
35 Morris Street, Morristown, NJ 07960-3919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2019 | 02/2023 |
| University Of Delaware | Newark | DE | 09/2015 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2018 | 09/2018 |
| Bank Of America, N.A. | Pennington | NJ | 09/2020 | 02/2023 |
| Fidelity Investments | Manalapan | NJ | 02/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-21 |
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