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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-30 |
| PA | RA | APPROVED | 2025-05-30 |
Branch Locations
1520 Main St Ste 201, Warrington, PA 18976-3406 • United States
Ewing, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Warrington | PA | 05/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Pennington | NJ | 12/2021 | 04/2025 |
| Bank Of America, N.A. | Pennington | NJ | 12/2021 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Princeton | NJ | 03/2013 | 12/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-04 |
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