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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_RES | 2025-03-31 |
Branch Locations
1356 Third Avenue, New York, NY 10075-0461 • United States
Yonkers, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Columbia | MD | 06/2018 | 04/2019 |
| Foresters Financial | New York | NY | 05/2017 | 08/2017 |
| Enterprise Holdings | Tampa | FL | 02/2016 | 05/2017 |
| Smoothie King | Tampa | FL | 01/2015 | 06/2018 |
| Fidelity Brokerage Services Llc | New York | NY | 04/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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