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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
59 Wolf Rd, Albany, NY 12205-2612 • United States
Charlotte, NC • United States
16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Albany | NY | 05/2024 | Present |
| Moes Southwest Grill | Albany | NY | 05/2020 | 01/2024 |
| Chips Pics Farmers Stand (Self-Employed) | Albany | NY | 05/2020 | 09/2020 |
| Catholic Central High School | Troy | NY | 05/2018 | 06/2021 |
| Cas Geneseo | Geneseo | NY | 01/2024 | 05/2024 |
| Lowe'S | Albany | NY | 05/2021 | 08/2021 |
| Student | Albany | NY | 03/2014 | 05/2020 |
| Suny College At Geneseo | Geneseo | NY | 08/2022 | 12/2023 |
| Fidelity Investments | Albany | NY | 06/2023 | 08/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-20 |
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