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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Princeton | NJ | 10/2025 | Present |
| University Of South Carolina | Columbia | SC | 09/2016 | 05/2017 |
| Mondo | New York | NY | 11/2021 | 01/2022 |
| Rutgers University | New Brunswick | NJ | 09/2019 | 05/2021 |
| Equitable Advisors | New York | NY | 07/2022 | 09/2025 |
| Manasquan River Yacht Club | Brielle | NJ | 02/2017 | 09/2020 |
| Manasquan River Yacht Club | Brielle | NJ | 05/2013 | 09/2016 |
| Last Wave Brewing Company | Point Pleasant | NJ | 11/2020 | 11/2021 |
| Squan Tavern | Manasquan | NJ | 06/2021 | 10/2025 |
| Brookdale Community College | Middletown | NJ | 09/2017 | 05/2019 |
OBA-124325|OrgNmn:Squan Tavern|Org Addr:Manasquan,New Jersey,US|OBA Nature:Restaraunt|Invst Rel:N|Title:Employee|Duties:Serving Drinks to Customers|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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