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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 | 2025-03-31 |
Branch Locations
13A W 61St St, New York, NY 10023-0000 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ithaca College | Ithaca | NY | 08/2015 | 06/2019 |
| Zwilling J.A Henckels | Pleasantville | NY | 06/2017 | 08/2019 |
| Heartwork Inc. | New York City | NY | 08/2019 | 06/2020 |
| Fidelity Brokerage Services Llc | Merrimack | NH | 06/2020 | Present |
| Lawn Greens Llc | Pleasantville | NY | 06/2016 | 08/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-16 |
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