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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
1130 Franklin Avenue, Garden City, NY 11530-1687 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hempstead Country Club | Hempstead | NY | 05/2020 | 09/2022 |
| Student | Fairfield | CT | 09/2021 | 05/2022 |
| Student | Fairfield | CT | 09/2020 | 05/2021 |
| Student | Fairfield | CT | 08/2023 | 05/2024 |
| Student | Fairfield | CT | 09/2022 | 06/2023 |
| Doordash | Rockville Centre | NY | 03/2020 | 06/2024 |
| Unemployed | Rockville Centre | NY | 04/2002 | 03/2020 |
| Associated | Rockville Centre | NY | 03/2020 | 05/2020 |
| Invesco | New York | NY | 06/2023 | 08/2023 |
| Northwestern Mutual | Farmingdale | NY | 06/2022 | 08/2022 |
| Fidelity Investments | Garden City | NY | 06/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-13 |
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