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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-08 |
| TX | RA | APPROVED | 2021-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Boston | MA | 12/2017 | 03/2021 |
| Unemployed | Stamford | CT | 06/2017 | 11/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 03/2021 |
| Fifth Third Bank | Venice | FL | 03/2021 | 08/2021 |
| Fifth Third Securities | Venice | FL | 03/2021 | 08/2021 |
| Jp Morgan Chase Bank | Lakewood Ranch | FL | 08/2021 | Present |
| Jp Morgan Securities Llc | Lakewood Ranch | FL | 08/2021 | Present |
| Strategic Advisers Llc | Boston | MA | 02/2018 | 07/2018 |
| Williams Trading Llc | Boston | MA | 04/2009 | 05/2017 |
| Fidelity Investments | Boston | MA | 12/2017 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-03 |
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