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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • United States
Falls Church, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Falls Church | VA | 01/2015 | 05/2018 |
| Capital One Advisors, Llc | Falls Church | VA | 01/2015 | 05/2018 |
| Morgan Stanley | Mclean | VA | 06/2018 | 04/2021 |
| Morgan Stanley Private Bank N.A. | New York | NY | 07/2018 | 04/2021 |
| Mml Investors Services, Llc | Vienna | VA | 02/2022 | 06/2022 |
| Mass Mutual Insurance Company | Vienna | VA | 12/2021 | 06/2022 |
| Unemployed | Falls Church | VA | 05/2021 | 12/2021 |
| Mml Investors Services, Llc | Rockville | MD | 09/2022 | 08/2023 |
| Massmutual Life Insurance Company | Rockville | MD | 08/2022 | 08/2023 |
| Bluerook Llc | Falls Church | VA | 01/2022 | 08/2023 |
| Fidelity Investments | Washington | DC | 08/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-25 |
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