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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-07 |
| CT | RA | APPROVED | 2026-04-24 |
Branch Locations
869 Washington Blvd, Stamford, CT 06901-2903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Stamford | CT | 04/2026 | Present |
| Blind Brook Middle And High School | Rye Brook | NY | 06/2012 | 08/2018 |
| Morgan Stanley | New York | NY | 03/2023 | 03/2026 |
| Quinnipiac University | Hamden | CT | 08/2018 | 07/2022 |
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2022 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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