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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
142 New Moriches Road, Lake Grove, NY 11755-1300 • United States
Medford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teachers Federal Credit Union | Selden | NY | 08/2019 | 01/2022 |
| Dairy Queen | Medford | NY | 01/2018 | 07/2019 |
| Patchogue-Medford High School | Medford | NY | 09/2013 | 06/2017 |
| Unemployed | Medford | NY | 07/2017 | 12/2017 |
| Suffolk County Community College | Selden | NY | 09/2017 | 05/2019 |
| Stony Brook University | Stony Brook | NY | 09/2019 | 05/2021 |
| Fidelity Investments | Lake Grove | NY | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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