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101 Avenue Of The Americas 9Th Floor Office 905, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
101 Avenue Of The Americas 9Th Floor Office 905, New York, NY 10013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Philadelphia | PA | 02/2016 | 10/2025 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Spring Street Wealth | New York | NY | 10/2025 | Present |
| Simplicity Group | New York | NY | 10/2025 | Present |
1) Simplicity Group; Investment-related; 475 Springfield Avenue Summit, NJ 07901; Insurance; Insurance Agent; 10/2025; 20hours/month; 1hour/month; Fixed annuity and insurance product recommendation/sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-04 |
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