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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Granada Hills | CA | 06/2015 | 07/2017 |
| Jp Morgan Securities Llc | Granada Hills | CA | 06/2015 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino | CA | 07/2017 | 02/2021 |
| Bank Of America, N.A. | Encino | CA | 08/2017 | 02/2021 |
| Fisher Investments | Camas | WA | 02/2021 | 09/2022 |
| Unemployed | Jersey City | NJ | 09/2022 | 09/2023 |
| Fidelity Investments | Wayne | NJ | 09/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-02 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-14 |
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