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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 05/2014 | 03/2017 |
| Bank Of America, N.A. | Melville | NY | 12/2014 | 03/2017 |
| Td Ameritrade | New York | NY | 03/2017 | 08/2019 |
| Fidelity Brokerage Services Llc | New York | NY | 08/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-03 |
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