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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 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Jersey City, NJ • United States
2070 Broadway, New York, NY 10023-2802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | New York | NY | 07/2016 | 11/2017 |
| J.P. Morgan Securities Llc | Brooklyn | NY | 12/2017 | 12/2021 |
| Captial One Advisors Llc | New York | NY | 10/2016 | 12/2017 |
| Fidelity Investments | New York | NY | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-16 |
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