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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployment | Smithtown | NY | 06/2016 | 10/2016 |
| Frank Recruitment Group | New York | NY | 11/2016 | 07/2017 |
| Lpl Financial Llc | Garden City | NY | 08/2017 | 10/2020 |
| Bridgehampton Bank | Garden City | NY | 08/2017 | 10/2020 |
| J.P. Morgan Chase Bank, N.A. | East Northport | NY | 11/2020 | 01/2023 |
| J.P. Morgan Securities,Llc | East Northport | NY | 11/2020 | 01/2023 |
| The Federico Group Inc | Smithtown | NY | 02/2018 | 04/2022 |
| Fidelity Investments | New York | NY | 01/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-15 |
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