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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
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
White Plains, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bayside | NY | 07/2017 | 03/2019 |
| Baseball Factory | Columbia | MD | 06/2017 | 06/2018 |
| Queensborough Cc | Bayside | NY | 02/2017 | 06/2017 |
| All Tech Mechanical | College Point | NY | 12/2016 | 05/2017 |
| Norwell Health Ice Center | East Meadow | NY | 11/2016 | 01/2017 |
| 791 Park Avenue | New York | NY | 11/2016 | 11/2016 |
| Queens College | Flushing | NY | 08/2015 | 10/2016 |
| Bank Of America, N.A. | Bayside | NY | 07/2018 | 04/2019 |
| J.P. Morgan Securities Llc | Scarsdale | NY | 04/2019 | 06/2020 |
| Jpmorgan Chase Bank, N.A. | Scarsdale | NY | 04/2019 | 06/2020 |
| Fidelity Brokerage Services Llc | Scarsdale | NY | 06/2020 | 01/2022 |
| Fidelity Personal And Workplace Advisors | Scarsdale | NY | 06/2020 | 01/2022 |
| Fidelity Investments | Scarsdale | NY | 03/2022 | Present |
| J.P Morgan Chase Bank, N.A. | Larchmont | NY | 01/2022 | 02/2022 |
| J.P. Morgan Securities Llc | Larchmont | NY | 01/2022 | 02/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-25 |
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