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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| NY | RA | APPROVED | 2025-03-31 |
Branch Locations
1356 Third Avenue, New York, NY 10075-0461 • United States
320 Park Avenue, New York, NY 10022-6815 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lightspeed Formerly Upserve | Providence | RI | 06/2019 | 08/2019 |
| Elementary-Highschool | Cranston & Providence | RI | 06/2014 | 09/2018 |
| The Marist Institute For Public Opinion | Poughkeepsie | NY | 02/2020 | 10/2022 |
| Orangetheory Fitness | East Greenwich | RI | 05/2023 | 06/2024 |
| Marist College | Poughkeepsie | NY | 05/2022 | 08/2023 |
| Quickstrike Fc | Highland | NY | 09/2021 | 04/2023 |
| Orangetheory Fitness | Poughkeepsie | NY | 01/2023 | 05/2023 |
| Marist College | Poughkeepsie | NY | 09/2018 | 05/2022 |
| Marist College | Poughkeepsie | NY | 08/2022 | 05/2023 |
| Fidelity Investments | New York | NY | 06/2024 | Present |
| Eab | Washington | DC | 06/2021 | 08/2021 |
| Main Gate Productions Llc | Poughkeepsie | NY | 05/2021 | 06/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-17 |
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