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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Athletic Club | Pelham | NY | 06/2021 | 08/2022 |
| Empire Swimming | White Plains | NY | 09/2021 | 08/2022 |
| The Masters School | Dobbs Ferry | NY | 11/2021 | 03/2022 |
| Pier 1 Imports | Larchmont | NY | 10/2019 | 02/2020 |
| Badger Swimming | Larchmont | NY | 09/2010 | 06/2019 |
| Graduation Source | Greenwich | CT | 02/2022 | 08/2022 |
| Apple-Metro,Inc. | Harrison | NY | 05/2017 | 08/2018 |
| Binghamton University | Binghamton | NY | 08/2014 | 05/2018 |
| Unemployed | N/A | XX | 03/2020 | 05/2021 |
| Unemployed | N/A | XX | 06/2019 | 09/2019 |
| Fidelity Investments | Greenwich | CT | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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