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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
Sleepy Hollow, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unfcu Advisors Llc | New York | NY | 01/2019 | 12/2020 |
| Table 9 Food And Drink | Cortlandt Manor | NY | 06/2012 | 07/2018 |
| Communityamerica Financial Solutions, Llc | Lenexa | KS | 10/2018 | 12/2020 |
| Unfcu Advisors Llc | New York | NY | 07/2018 | 01/2019 |
| Manhattan College | Riverdale | NY | 09/2016 | 05/2018 |
| United Nations Federal Credit Union | Long Island City | NY | 07/2018 | 12/2018 |
| United Nations Federal Credit Union | Long Island City | NY | 01/2019 | 12/2020 |
| Unemployed | New York | NY | 12/2020 | 03/2021 |
| Copper Financial Network Llc | Lenexa | KS | 03/2021 | 12/2022 |
| Unfcu Advisors Llc | Long Island City | NY | 03/2021 | 12/2022 |
| Unemployed | Tarrytown | NY | 01/2023 | 05/2023 |
| Fidelity Investments | Scarsdale | NY | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-23 |
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