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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Somerville Hs | Somerville | NJ | 08/2019 | 04/2020 |
| The Ohio State University | Columbus | OH | 08/2023 | 08/2024 |
| Yogibo | Bridgewater | NJ | 11/2018 | 08/2019 |
| The Ohio State University | Columbus | OH | 08/2021 | 06/2022 |
| Rbc Capital Markets | Florham Park | NJ | 06/2022 | 08/2022 |
| The Ohio State University | Columbus | OH | 08/2022 | 06/2023 |
| Lifetime | Bridgewater | NJ | 06/2022 | 08/2022 |
| Fidelity Investments | Covington | KY | 08/2024 | Present |
| The Ohio State University | Columbus | OH | 06/2020 | 06/2021 |
| Rbc Capital Markets | Florham Parj | NJ | 06/2021 | 08/2021 |
| Cutco | Branhcburg | NJ | 04/2020 | 06/2020 |
| Somerville Hs | Somerville | NJ | 06/2013 | 11/2018 |
| Burlington | Burlington | NJ | 06/2023 | 08/2023 |
| Ethyl And Tank | Columbus | OH | 08/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-15 |
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