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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
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advise Insurance | Bloomington | IN | 07/2021 | 02/2022 |
| Suny Geneseo's Human Resources Department | Geneseo | NY | 03/2020 | 05/2020 |
| Town Of Clarkstown | New City | NY | 06/2016 | 08/2020 |
| Doordash | West Nyack | NY | 05/2020 | 06/2020 |
| Suny Geneseo's Diving Pool | Geneseo | NY | 09/2018 | 03/2020 |
| Century Country Club | Purchase | NY | 05/2018 | 06/2018 |
| Fidelity Investments | Chappaqua | NY | 04/2022 | Present |
| - | - | XX | 09/2017 | 05/2018 |
| - | - | XX | 09/2020 | 07/2021 |
| - | - | XX | 09/2016 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-29 |
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