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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-07 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
35 Morris Street, Morristown, NJ 07960-3919 • United States
Manalapan, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 11/2017 | 06/2019 |
| Kc Sign & Awnings | Aston | PA | 01/2015 | 11/2017 |
| Bank Of America, N.A. | Bridgewater | NJ | 04/2018 | 06/2019 |
| E*Trade Securities Llc | Morristown | NJ | 06/2019 | 05/2022 |
| E*Trade Capital Management Llc | Morristown | NJ | 06/2019 | 05/2022 |
| Park Chateau Estate & Gardens | East Brunswick | NJ | 04/2019 | 10/2019 |
| Fidelity Investments | Morristown | NJ | 05/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-27 |
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