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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-20 |
| NY | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
Ridgefield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvey Cavalier Camp | Katonah | NY | 06/2018 | 08/2018 |
| Harvey Cavalier Camp | Katonah | NY | 06/2019 | 08/2019 |
| Fidelity Investments | Greenwich | CT | 09/2022 | Present |
| St. John's University | Queens | NY | 08/2018 | 05/2022 |
| Harvey School | Katonah | NY | 09/2013 | 05/2018 |
| Unemployeed | Bedford | NY | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-21 |
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