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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
5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2016 | 04/2018 |
| Bank Of America, N.A. | Pennington | NJ | 04/2016 | 04/2018 |
| Prudential Insurance Company Of America | Dresher | PA | 04/2018 | 05/2022 |
| Prudential Annuities Distribution, Inc. | Dresher | PA | 04/2018 | 05/2022 |
| Ast Investment Services | Dresher | PA | 05/2018 | 10/2020 |
| Fidelity Investments | Marlton | NJ | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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