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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-08 |
Branch Locations
101 South Main Street 2Nd Floor, Ann Arbor, MI 48104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 08/2011 | 06/2026 |
| Pnc Wealth Management | Ann Arbor | MI | 06/2026 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-18 |
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