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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Shrewsbury | NJ | 10/2022 | 08/2024 |
| Keller Williams Premier Properties | Summit | NJ | 05/2018 | 07/2019 |
| Fidelity Investments | Millburn | NJ | 11/2025 | Present |
| Definitions Private Training Gym | Manhattan | NY | 11/2014 | 05/2018 |
| Army | Seagirt | NJ | 03/2022 | 10/2022 |
| Jpmorgan Chase Bank, N.A. | Wilmington | DE | 08/2024 | 10/2025 |
| Keller Williams Team Realty | Clifton | NJ | 07/2019 | 10/2022 |
| Avalonbay | Somerville | NJ | 03/2020 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-20 |
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