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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Nanuet | NY | 06/2018 | 12/2018 |
| Iona College | New Rochelle | NY | 06/2014 | 06/2018 |
| Foresters Financial | Nanuet | NY | 09/2017 | 11/2017 |
| Allstate Insurance | Pearl River | NY | 06/2017 | 08/2017 |
| Brady's Fox Hunt Inn | Northvale | NJ | 01/2014 | 06/2018 |
| Foresters Financial Services | Pearl River | NY | 12/2018 | 06/2019 |
| Foresters Advisory Services | Pearl River | NY | 05/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | 06/2023 |
| Cetera Investment Advisers Llc | Pearl River | NY | 06/2019 | 06/2023 |
| Fidelity Investments | Paramus | NJ | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-13 |
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