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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
| NY | RA | APPROVED | 2026-08-07 |
Branch Locations
142 New Moriches Road, Lake Grove, NY 11755-1300 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bohemia | NY | 12/2024 | 11/2025 |
| Well Strung Guitars | Farmingdale | NY | 05/2021 | 12/2024 |
| Supplyhouse.cOm | Melville | NY | 11/2020 | 05/2021 |
| Fairfield Properties | Melville | NY | 11/2019 | 10/2020 |
| Whisbe Worldwide | Bushwick | NY | 05/2017 | 12/2018 |
| Unemployed | Seaford | NY | 06/2016 | 04/2017 |
| Unemployed | Seaford | NY | 01/2019 | 10/2019 |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 11/2025 | 07/2026 |
| Massaro Wealth Management | Wethersfield | CT | 11/2025 | 07/2026 |
| Artist/Guitar Builder | Smithtown | NY | 03/2026 | 07/2026 |
| Claros Capital Llc. | Smithtown | NY | 06/2026 | 07/2026 |
| Fidelity Investments | Lake Grove | NY | 07/2026 | Present |
OBA-132004|OrgNmn:Freelance Artist/Guitar Builder|Org Addr:Smithtown,New York,US|OBA Nature:Painting and building art and |Invst Rel:N|Title:Owner|Duties:Painting, building and customization of custom guitars and art|StrtDt:07-21-26|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-06 |
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