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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2016 | 11/2016 |
| The Vanguard Group, Inc | Malvern | PA | 11/2016 | 04/2019 |
| The Vanguard Group, Inc | Malvern | PA | 04/2019 | 10/2021 |
| The Vanguard Group, Inc | Malvern | PA | 10/2021 | 03/2022 |
| The Vanguard Group, Inc | Malvern | PA | 03/2022 | 03/2024 |
| Unemployed | Exton | PA | 03/2024 | 04/2024 |
| Fidelity Investments | Philadelphia | PA | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-12 |
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