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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| NY | RA | APPROVED | 2026-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | New York | NY | 03/2024 | 05/2025 |
| Unemployed | Port Washington | NY | 06/2016 | 08/2019 |
| Equitable Advisors | New York | NY | 01/2024 | 03/2024 |
| National Financial Network | New York | NY | 05/2025 | 06/2026 |
| Fidelity Investments | Albany | NY | 07/2026 | Present |
| Providence College | Providence | RI | 08/2019 | 05/2023 |
| Unemployed | Port Washington | NY | 05/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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