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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
165 Broadway, New York City, NY 10006-1404 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Colts Neck | NJ | 05/2024 | 07/2024 |
| Fidelity Investments | New York City | NY | 07/2024 | Present |
| Fidelity Investments | Jersey City | NJ | 06/2023 | 08/2023 |
| Stream Asset Management (Defunct) | Red Bank | NJ | 06/2018 | 07/2019 |
| Peddie School | Hightstown | NJ | 08/2016 | 08/2020 |
| Lehigh University | Bethlehem | PA | 08/2020 | 05/2024 |
| Encore Dental Partners Llc | Jackson | NJ | 06/2017 | 08/2020 |
| Pinelands Capital Management | Red Bank | NJ | 06/2021 | 08/2022 |
| Ranney School | Tinton Falls | NJ | 07/2014 | 08/2016 |
| Millennium Management, Llc | Red Bank | NJ | 06/2021 | 08/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-06 |
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