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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 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Fort Lauderdale, FL • United States
450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Edison | NJ | 10/2016 | 10/2017 |
| Unemployed | West Nyack | NY | 08/2016 | 10/2016 |
| Charles Schwab & Co., Inc. | New York | NY | 10/2017 | 09/2021 |
| Charles Schwab Bank Ssb | New York | NY | 10/2017 | 09/2021 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 11/2021 | 04/2022 |
| Fidelity Investments | Boca Raton | FL | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-13 |
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