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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 |
Branch Locations
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
Scarsdale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2014 | 06/2018 |
| Bank Of America N.A. | New York | NY | 12/2014 | 06/2018 |
| E*Trade Securities Llc | Scarsdale | NY | 06/2018 | 01/2021 |
| E*Trade Capital Management Llc | Scarsdale | NY | 06/2018 | 01/2021 |
| E*Trade Securities Llc | Purchase | NY | 01/2021 | 09/2023 |
| E*Trade Capital Management Llc | Purchase | NY | 01/2021 | 11/2023 |
| Morgan Stanley | Purchase | NY | 03/2023 | 01/2024 |
| Morgan Stanley | Purchase | NY | 09/2023 | 09/2023 |
| Morgan Stanley | Purchase | NY | 09/2023 | 09/2023 |
| Morgan Stanley | Jersey City | NJ | 01/2024 | 03/2024 |
| Charles Schwab & Co., Inc. | Mount Kisco | NY | 04/2024 | 12/2024 |
| Charles Schwab Bank | Mount Kisco | NY | 04/2024 | 12/2024 |
| Fidelity Investments | Scarsdale | NY | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-29 |
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