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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
150 Essex St, Millburn, NJ 07041-1631 • United States
Morristown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Steel And Carnegie Pension Fund | New York | NY | 10/2013 | 12/2017 |
| Unemployed | Chatham | NJ | 01/2018 | 06/2018 |
| Morgan Stanley | Short Hills | NJ | 07/2018 | 07/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 07/2019 |
| Fidelity Brokerage Services Llc | Millburn | NJ | 08/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-31 |
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