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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cheesecake Factory | West Nyack | NY | 03/2015 | 10/2016 |
| Unemployed | San Diego | CA | 10/2016 | 05/2017 |
| Axa Advisors, Llc | San Diego | CA | 05/2017 | 10/2017 |
| Fox Sports Grill | San Diego | CA | 02/2017 | 10/2017 |
| Unemployed | Nanuet | NY | 10/2017 | 02/2018 |
| Axa Advisors Llc | New York | NY | 02/2018 | 07/2020 |
| Unemployed | Nanuet | NY | 07/2020 | 08/2020 |
| Fidelity Investments | Paramus | NJ | 08/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
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