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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Ridge Volkswagen | Brooklyn | NY | 06/2015 | 05/2017 |
| Unemployed | Brooklyn | NY | 02/2017 | 03/2017 |
| Jpmorgan Chase | Brooklyn | NY | 03/2017 | 06/2018 |
| Jpmorgan Securities Llc | Brooklyn | NY | 03/2017 | 06/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 07/2018 | 09/2022 |
| Bank Of America, N.A. | Brooklyn | NY | 07/2018 | 09/2022 |
| Fidelity Investments | New York | NY | 09/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-05 |
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