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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | 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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | New York | NY | 08/2014 | 11/2016 |
| Sg Americas Securities, Llc | New York | NY | 12/2016 | 11/2017 |
| Wells Fargo Advisors Financial Network, Llc | Fort Lauderdale | FL | 12/2018 | 06/2021 |
| Invibed | New York | NY | 11/2017 | 12/2018 |
| Fidleity Investments | Plantation | FL | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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