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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Parsippany | NJ | 10/2009 | 03/2020 |
| Fidelity Brokerage Services Llc | Morristown | NJ | 03/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-117939|OrgNmn:Sissy's Family Farm, LLC |Org Addr:Lafayette,Louisiana,US|OBA Nature:Land leased and rent collected|Invst Rel:Y|Title:Partner|Duties:25% owner of this closely held family business. I will assist with bill pay, handling lease renewals, coordinating with CPA for tax preparatio|StrtDt:04-01-25|TotHrs/mon:2|TrdHrs/mon:0|OBA-14846|OrgNmn:Sox Farms, Inc.|Org Addr:Lafayette,Louisiana,US|OBA Nature:Farm land rented for farming a|Invst Rel:Y|Title:Officer|Duties:Managing finances including bill pay, coordination with CPA for tax prep, renewing land leases. I serve as President and Treasurer of the S Co|StrtDt:03-16-20|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-07 |
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