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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2017 | 10/2017 |
| Bank Of America, N.A. | Pennington | NJ | 03/2017 | 10/2017 |
| Unemployed | Madison | NJ | 12/2016 | 03/2017 |
| Beck Bode Wealth Management | Dedham | MA | 08/2016 | 11/2016 |
| Prudential Insurance Company Of America | Newark | NJ | 10/2017 | 08/2018 |
| Prudential Investment Management Services Llc | Newark | NJ | 10/2017 | 08/2018 |
| Cion Securities, Llc | New York | NY | 01/2019 | 09/2020 |
| Unemployed | Santa Monica | CA | 09/2018 | 01/2019 |
| Cetera Adviser Networks Llc | El Segundo | CA | 10/2020 | 02/2022 |
| Cetera Financial Specialists, Llc | Schaumberg | IL | 10/2020 | 02/2022 |
| Cetera Investment Services - Ap | St. Cloud | MN | 10/2020 | 02/2022 |
| First Allied Securities, Inc | San Diego | CA | 10/2020 | 02/2022 |
| Cetera Advisers | St. Cloud | MN | 10/2020 | 02/2022 |
| Fidelity Investments | Dana Point | CA | 03/2023 | Present |
| Unemployed | Dana Point | CA | 03/2022 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-11 |
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