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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 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
330 Park Ave S, New York, NY 10010-3643 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Moon Under | Woodcliff Lake | NJ | 08/2016 | 11/2017 |
| Marist College | Poughkeepsie | NY | 08/2017 | 05/2021 |
| Fidelity Investments | Paramus | NJ | 06/2021 | Present |
| Pascack Hills High School | Montvale | NJ | 09/2014 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-27 |
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