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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Virginia Beach, VA • United States
4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States
Virginia Beach, VA • United States
4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Chesapeake | VA | 11/2015 | 11/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chesapeake | VA | 11/2015 | 11/2019 |
| Fidelity | Virginia Beach | VA | 11/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-17 |
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