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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Investments | Scarsdale | NY | 01/2013 | 12/2017 |
| Alex Beilin | Stamford | CT | 11/2019 | 02/2020 |
| Northwestern Mutual Investment Services Llc | Stamford | CT | 11/2019 | 02/2020 |
| Pyramid Consulting New York Life | White Plains | NY | 12/2017 | 05/2019 |
| Unemployed | Armonk | NY | 06/2019 | 11/2019 |
| Unemployed | Armonk | NY | 03/2020 | 01/2022 |
| Fidelity Investments | Covington | KY | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-29 |
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