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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States
Franklin Township, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Bridgewater | NJ | 04/2024 | Present |
| Wells Fargo Bank, Na | Perth Amboy | NJ | 04/2014 | 05/2018 |
| Wells Fargo Clearing Services, Llc | East Brunswick | NJ | 05/2018 | 04/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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