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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
799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone College | La Plume | PA | 08/2014 | 05/2018 |
| John G. Ryans | Pine City | NY | 05/2017 | 07/2017 |
| Corning Credit Union | Corning | NY | 06/2018 | 01/2019 |
| Elmira Structures | Elmira | NY | 03/2019 | 03/2020 |
| Unemployed | Unemployed | NY | 04/2020 | 12/2020 |
| Corning Incorporated | Corning | NY | 01/2021 | 04/2023 |
| Fidelity Investments | Scarsdale | NY | 05/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
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