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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-15 |
Branch Locations
3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | New York | NY | 01/2008 | 06/2024 |
| Unemployed | Brielle | NJ | 06/2024 | 09/2025 |
| Fidleity Investments | Princeton | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-27 |
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