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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
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Needham | MA | 11/2012 | 03/2017 |
| Bank Of America, N.A. | Needham | MA | 09/2011 | 03/2017 |
| Tiaa | Boston | MA | 03/2017 | 05/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boston | MA | 03/2017 | 05/2020 |
| Fidelity Investments | Boston | MA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
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