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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
35 Morris Street, Morristown, NJ 07960-3919 • United States
Hoboken, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Milford High School | New Milford | NJ | 02/2016 | 06/2018 |
| Ithaca College | Ithaca | NY | 07/2018 | 05/2020 |
| Super Dome Sports | Waldwick | NJ | 05/2020 | 08/2020 |
| Ithaca College | Ithaca | NJ | 08/2020 | 05/2021 |
| D1 Training | Upper Saddle River | NJ | 05/2021 | 08/2021 |
| Ithaca College | Ithaca | NY | 08/2021 | 07/2022 |
| Cintas | Pembroke Pines | FL | 07/2022 | 02/2023 |
| Fidelity Investments | Morristown | NJ | 02/2023 | Present |
| Doordash | San Francisco | CA | 06/2018 | 12/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-14 |
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