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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Tent Rental | Midland Park | NJ | 06/2020 | 08/2020 |
| B@B Pool And Spa | Spring Valley | NY | 06/2021 | 07/2021 |
| Fidelity Investments | Smithfield | RI | 10/2024 | Present |
| Campgaw Mountain | Mahwah | NJ | 12/2016 | 03/2017 |
| Unemployed | Montvale | NJ | 08/2024 | 10/2024 |
| Ramsey Golf And Country Club | Ramsey | NJ | 06/2021 | 12/2023 |
| Fidelity Investments | Paramus | NJ | 12/2023 | 08/2024 |
| Pascack Hills High School | Montvale | NJ | 06/2015 | 06/2019 |
| Rowan University | Glassboro | NJ | 06/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-14 |
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