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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
| CT | RA | APPROVED | 2025-10-14 |
| DE | RA | APPROVED | 2025-10-14 |
| PA | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-10-14 |
| NY | RA | APPROVED | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rutgers University | New Brunswick | NJ | 09/2015 | 02/2018 |
| Axa Advisors, Llc | Secaucus | NJ | 02/2018 | 07/2018 |
| Jpmorgan Chase Bank, N.A. | Staten Island | NY | 03/2019 | 05/2020 |
| J.P. Morgan Securities Llc | Staten Island | NY | 03/2019 | 05/2020 |
| Elite Wealth Managers | Brooklyn | NY | 07/2018 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 05/2020 | 05/2022 |
| Bank Of America, N.A. | Brooklyn | NY | 05/2020 | 05/2022 |
| Citizens Securities Inc. | New York | NY | 05/2022 | 03/2025 |
| Fidelity Investments | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-16 |
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