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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States
Coral Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 08/1991 | 05/2019 |
| Nylife Distributors Llc | Parsippany | NJ | 10/2003 | 05/2019 |
| Integrity Funds Distributor, Llc | Minot | ND | 05/2019 | 09/2021 |
| Fidelity Investments | Boca Raton | FL | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-16 |
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