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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
1551 Old Country Rd, Plainview, NY 11803-5014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Plainview | NY | 06/2023 | Present |
| Scarlet Knife | Latham | NY | 02/2023 | 04/2023 |
| Doordash | Albany | NY | 04/2022 | 01/2023 |
| Enterprise Holdings | Queens Village | NY | 06/2022 | 08/2022 |
| Bed Bath & Beyond | New Hyde Park | NY | 08/2020 | 06/2021 |
| Saf-T-Swim | New Hyde Park | NY | 12/2018 | 06/2019 |
| University At Albany | Albany | NY | 08/2019 | 05/2023 |
| Equitable Advisors | Clifton Park | NY | 10/2021 | 03/2022 |
| New Hyde Park Memorial High School | New Hyde Park | NY | 06/2013 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-01 |
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