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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
1551 Old Country Rd, Plainview, NY 11803-5014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Levittown | NY | 03/2014 | 02/2017 |
| Astoria Federal Savings | Levittown | NY | 03/2014 | 02/2017 |
| Cuna Mutual Group | Waverly | IA | 02/2017 | 06/2018 |
| Cuna Brokerage Services | Waverly | IA | 02/2017 | 06/2018 |
| Wells Fargo Clearing Services Llc | Garden City | NY | 06/2018 | 09/2021 |
| Fidelity Investments Llc | Plainview | NY | 11/2022 | Present |
| Unemployed | Hempstead | NY | 10/2021 | 01/2022 |
| Cross Country Mortgage | Garden City | NY | 02/2022 | 10/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-29 |
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