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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-17 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barnum Financial Group | Iselin | NJ | 06/2023 | 09/2023 |
| Door Dash | Freehold | NJ | 12/2022 | 01/2023 |
| Brubella Inc. | Freehold | NJ | 05/2022 | 07/2022 |
| Door Dash | Freehold | NJ | 07/2022 | 09/2022 |
| Northwestern Mutual | Red Bank | NJ | 01/2022 | 05/2022 |
| Muhlenberg College | Allentown | PA | 08/2019 | 12/2021 |
| Freehold Township High School | Freehold | NJ | 09/2015 | 06/2019 |
| Muhlenberg College | Allentown | PA | 01/2023 | 05/2023 |
| Fidelity Investments | Shrewsbury | NJ | 10/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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