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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-01 |
| CT | RA | APPROVED | 2022-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Boston | MA | 05/2011 | 06/2017 |
| Raymond James Financial Services, Inc. | Taunton | MA | 07/2017 | 10/2022 |
| Raymond James Financial Services Advisors Inc. | Taunton | MA | 09/2017 | 10/2022 |
| Bristol County Savings Bank | Taunton | MA | 02/2018 | 10/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hingham | MA | 10/2022 | Present |
| Bank Of America N.A. | Hingham | MA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-06 |
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