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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 | 2025-03-31 |
Branch Locations
Doylestown, PA • United States
1520 Main St Ste 201, Warrington, PA 18976-3406 • 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 |
|---|---|---|---|---|
| Merrill Lynch | Doylestown | PA | 09/2014 | 12/2016 |
| Edward Jones | Lahaska | PA | 12/2016 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2018 | 11/2019 |
| Unemployed | Doylestown | PA | 12/2017 | 02/2018 |
| Bank Of America, N.A. | Pennington | NJ | 06/2019 | 11/2019 |
| Fidelity Brokerage Services Llc | Warrington | PA | 11/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
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