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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
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 |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 06/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 06/2015 | 11/2020 |
| Unemployed | Cranberry Twp | PA | 11/2020 | 04/2022 |
| Fidelity Brokerage Services | Cranberry Twp | PA | 04/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-14 |
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