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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| NJ | RA | APPROVED | 2025-10-23 |
Branch Locations
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Long Valley | NJ | 06/2025 | 06/2025 |
| Pennsylvania State University | State College | PA | 08/2023 | 05/2024 |
| West Morris Central High School | Long Valley | NJ | 04/2015 | 06/2021 |
| Dynamic Earth Llc | Chester | NJ | 05/2021 | 08/2021 |
| Fidelity Investments | Bridgewater | NJ | 06/2024 | 08/2024 |
| Fidelity Investments | Bridgewater | NJ | 07/2025 | Present |
| Pennsylvania State University | State College | PA | 08/2021 | 05/2022 |
| Pennsylvania State University | State College | PA | 08/2022 | 05/2023 |
| Fidelity Investments | Bridgewater | NJ | 06/2023 | 08/2023 |
| Pennsylvania State University | State College | PA | 08/2024 | 05/2025 |
| Dynamic Earth Llc | Chester | NJ | 05/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
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