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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 07/2018 | 11/2019 |
| Suny Westchester Community College | Valhalla | NY | 04/2017 | 07/2017 |
| Unemployed | Hartsdale | NY | 07/2014 | 04/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 11/2019 |
| Unemployed | Hartsdale | NY | 11/2019 | 07/2020 |
| Bbva Usa, Inc. | Birmingham | AL | 07/2020 | 09/2021 |
| Pnc Investments | Houston | TX | 09/2021 | 12/2023 |
| Bbva Wealth Solutions Inc. | Houston | TX | 09/2020 | 09/2021 |
| Bbva Usa, Inc. | Birmingham | AL | 07/2020 | 09/2020 |
| Bbva Securities Inc. | Houston | TX | 09/2020 | 09/2021 |
| Unemployed | Hartsdale | NY | 07/2017 | 07/2018 |
| Unemployed | Houston | TX | 12/2023 | 03/2024 |
| Insigneo Securities Llc | Houston | TX | 12/2023 | 12/2023 |
| Fidelity Investments | Westlake | TX | 03/2024 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 12/2023 | 12/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-21 |
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