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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-30 |
| NJ | RA | APPROVED | 2026-05-26 |
Branch Locations
60 State Street 19Th/20Th Floor, Boston, MA 02109 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mayflower Advisors | Boston | MA | 06/2022 | 08/2022 |
| Applause | Framingham | MA | 09/2023 | 05/2024 |
| Fidelity Investment | Smithfield | RI | 06/2023 | 08/2023 |
| Thorny Lea Golf Club | Brockton | MA | 03/2018 | 06/2022 |
| Fidelity Investments | Smithfield | RI | 06/2024 | 12/2025 |
| Applause | Framingham | MA | 09/2022 | 05/2023 |
| Unemployed | Bridgewater | MA | 04/2016 | 03/2018 |
| Blackrock Investments, Llc | Boston | MA | 01/2026 | Present |
| Blackrock | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-03 |
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