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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
Bridgewater, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2017 | 11/2022 |
| Bank Of America, N.A. | Pennington | NJ | 02/2017 | 11/2022 |
| Ford Scott & Associates Llc | Ocean City | NJ | 01/2011 | 02/2017 |
| Fidelity Investments | Bridgewater | NJ | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-12 |
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