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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 03/2018 | 07/2023 |
| Rockdale Capital | Union | NJ | 03/2011 | 03/2018 |
| Riedel Research Group | New York | NY | 04/2006 | 06/2017 |
| Bank Of America, N.A. | Florham Park | NJ | 06/2018 | 07/2023 |
| Fidelity Investments | Millburn | NJ | 07/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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