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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_RES | 2025-03-31 |
Branch Locations
East Brunswick, NJ • United States
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
East Brunswick, NJ • United States
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | East Brunswick | NJ | 06/2015 | 07/2020 |
| Bank Of America, N.A. | East Brunswick | NJ | 05/2016 | 07/2020 |
| Fidelity Brokerage Services Llc | Bridgewater | NJ | 07/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-24 |
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