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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-01 |
| NY | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Port Jefferson Station | NY | 09/2014 | 06/2019 |
| Fidelity Investments | Roslyn | NY | 09/2024 | Present |
| Danfords | Port Jefferson | NY | 06/2023 | 12/2023 |
| Fedex | Ronkonkoma | NY | 01/2024 | 03/2024 |
| Old Town Pizza | Port Jefferson Station | NY | 08/2017 | 08/2019 |
| Long Island University | Brookville | NY | 09/2019 | 05/2023 |
| Dsj Advisory Group | Westbury | NY | 03/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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