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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| CT | RA | APPROVED | 2025-11-14 |
Branch Locations
265 Church St One Century Tower, New Haven, CT 06510-7013 • United States
Fairfield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | New Haven | CT | 11/2024 | Present |
| Youth For Understanding | Saginaw | MI | 11/2023 | 11/2024 |
| Sts Foundation | Laguna Beach | CA | 01/2022 | 10/2024 |
| Unemployed | Fairfield, Ct 06825-4349 | CT | 10/2023 | 11/2023 |
| Unemployed | Fairfield, Ct 06825-4349 | CT | 05/2021 | 01/2022 |
| Ayco/ Julius Gaudio | Greenwich | CT | 06/2018 | 05/2021 |
| David Ford | New Canaan | CT | 04/2017 | 05/2018 |
| Resnick | Rye | NY | 09/2016 | 04/2017 |
| Pier 1 | Port Chester | NY | 06/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-24 |
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