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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-25 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dove Pediatric | Brooklyn | NY | 10/2017 | 12/2018 |
| Downstate Medical Center | Brooklyn | NY | 07/2017 | 08/2017 |
| Brooklyn College | Brooklyn | NY | 08/2015 | 05/2019 |
| Unemployed | Irvington | NY | 06/2019 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 07/2023 |
| Fidelity Investments | Paramus | NJ | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-101259|OrgNmn:Indie Collective |Org Addr:irvington,New Jersey,US|OBA Nature:wholesaling |Invst Rel:N|Title:Sole Proprietor|Duties:wholesaling |StrtDt:07-10-21|TotHrs/mon:15|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-26 |
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