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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | New York | NY | 04/2014 | 03/2017 |
| Jpmorgan Chase Bank | New York | NY | 04/2014 | 03/2017 |
| First Republic Bank | New York | NY | 04/2017 | 07/2017 |
| First Republic Securities Company, Llc | New York | NY | 04/2017 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2017 | 03/2019 |
| Unemployed | South Orange | NJ | 07/2017 | 09/2017 |
| Fidelity Brokerage Services Llc | Millburn | NJ | 03/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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