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245 Summer Street, Boston, MA 02210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-24 |
Branch Locations
499 Washington Blvd, Jersey City, NJ 07310-1995 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2010 | 10/2021 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2023 | 01/2025 |
| Unemployed | Wyckoff | NJ | 02/2025 | 02/2026 |
| First Republic Securities Company, Llc | San Francisco | CA | 10/2021 | 10/2023 |
| Fidelity Investments | Jersey City | NJ | 03/2026 | Present |
| First Republic Investment Management, Inc | San Francisco | CA | 10/2021 | 10/2023 |
| Fidelity Brokerage Services Llc | Jersey City | NJ | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-30 |
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