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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veracode | Burlington | MA | 06/2022 | 05/2023 |
| Tuckaway Tavern And Butchery | Raymond | NH | 06/2021 | 08/2021 |
| University Of New Hampshire | Durham | NH | 08/2020 | 05/2024 |
| Trinity High School | Manchester | NH | 08/2016 | 06/2020 |
| Fidelity Investments | Merrimack | NH | 05/2023 | 12/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frisco | TX | 09/2025 | Present |
| Fidelity Investments | Merrimack | NH | 12/2024 | 08/2025 |
| Bank Of America, N.A. | Frisco | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
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