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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 | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Warwick Valley High School | Warwick | NY | 09/2013 | 06/2017 |
| Bespoke Wealth Management | Glen Head | NY | 05/2021 | 08/2021 |
| Instacart | Mahwah | NJ | 05/2020 | 08/2020 |
| Next Level Day Camp | Uppder Saddle River | NJ | 06/2019 | 08/2019 |
| Doordash Inc. | Mahwah | NJ | 05/2019 | 07/2022 |
| Under-Armour | Central Valley | NY | 05/2017 | 08/2018 |
| National Securities Corporation | Jersey City | NJ | 11/2021 | 04/2022 |
| Western New England University | Springfield | MA | 08/2018 | 05/2019 |
| Western New England University | Springfield | MA | 08/2019 | 05/2020 |
| Western New England University | Springfield | MA | 08/2020 | 05/2021 |
| National Asset Management, Inc. | Jersey City | NJ | 04/2022 | 04/2022 |
| Fidelity Investments | Mahwah | NJ | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-08 |
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