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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
Two Contra Way, Merrimack, NH 03054-4334 • United States
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
New York, NY • 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 | 11/2019 | 06/2021 |
| Candlewood Swim Club | Howell | NJ | 06/2011 | 08/2018 |
| Long Island University | Old Westbury | NY | 09/2018 | 06/2019 |
| Pita Station | Manhasset | NY | 11/2018 | 06/2019 |
| Long Island University | Old Westbury | NY | 08/2014 | 06/2019 |
| Lyft | Howell | NJ | 06/2019 | 11/2019 |
| Fidelity Investments | Merrimack | NH | 07/2021 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jersey City | NJ | 07/2022 | 08/2023 |
| Fidelity Investments | New York | NY | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-15 |
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