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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 |
| NJ | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guitar Center | Springfield | NJ | 08/2023 | 08/2023 |
| Watchung Hills Regional High School | Warren | NJ | 09/2015 | 08/2020 |
| Fidelity Investments | Wayne | NJ | 07/2024 | Present |
| Drew University | Madison | NJ | 08/2020 | 07/2024 |
| Whole Foods Market | Bridgewater | NJ | 07/2021 | 10/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
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