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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 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Bloomfield, NJ • United States
57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P/Mercer Allied | Parsippany | NJ | 06/2014 | 09/2019 |
| William Grant & Sons | Edison | NJ | 09/2019 | 11/2019 |
| Unemployed | Bloomfield | NJ | 11/2019 | 06/2020 |
| Fidelity Investments | Wayne | NJ | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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