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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metedeconk National Golf Club | Nj | NJ | 05/2021 | 08/2023 |
| Fidelity Investments | Shrewsbury | NJ | 07/2024 | Present |
| The Peddie Golf Camp | Nj | NJ | 06/2016 | 07/2018 |
| The Peddie School | Nj | NJ | 07/2018 | 05/2021 |
| Teresa'S Wine Bar And Cafe | Nj | NJ | 05/2023 | 08/2023 |
| Loyola University Maryland | - | MD | 08/2023 | 06/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-121046|OrgNmn:The Bickford Foundation |Org Addr:Morristown,New Jersey,US|OBA Nature:Charitable Family run Foundati|Invst Rel:N|Title:Board Member of the Bickford Foun|Duties:Note taking, creation of summaries from charity proposals, assisting older members with day to day tasks. |StrtDt:07-29-25|TotHrs/mon:0.5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-19 |
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