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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-08 |
| NJ | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
Mountainside, NJ • United States
1130 Franklin Avenue, Garden City, NY 11530-1687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | New York | NY | 10/2012 | 04/2018 |
| Raymond James Financial Services, Inc. | New York | NY | 04/2018 | 05/2018 |
| Raymond James Financial Services Advisors, Inc. | New York | NY | 04/2018 | 05/2018 |
| Communityamerica Financial Solutions Llc | Lenexa | KS | 04/2018 | 06/2020 |
| United Nations Federal Credit Union Advisors | New York | NY | 05/2018 | 05/2020 |
| Fidelity Investments | Garden City | NY | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-02 |
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