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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ultimus Fund Distributors, Llc | Cincinnati | OH | 08/2015 | 01/2017 |
| Profit Investment Management, Llc | Bethesda | MD | 06/2015 | 08/2017 |
| Telsey Advisory Group, Llc | New York | NY | 08/2017 | 12/2019 |
| New Age Alpha Advisors, Llc | Rye | NY | 01/2020 | 03/2021 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 02/2021 | 03/2021 |
| Fidelity Brokerage Services | Westlake | TX | 11/2021 | Present |
| Unemployed | New Rochelle | NY | 03/2021 | 11/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-28 |
| S65 | Uniform Investment Adviser Law Examination | 2007-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-15 |
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