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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bucknell University | Lewisburg | PA | 08/2017 | 05/2021 |
| Fidelity Investments | New York | NY | 10/2022 | Present |
| Headway | New York | NY | 02/2022 | 07/2022 |
| Commonwealth Event Company | Richmond | VA | 08/2021 | 02/2022 |
| Southold Yacht Club | Southold | NY | 05/2015 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-03 |
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