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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Newport News | VA | 06/2015 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | Newport News | VA | 06/2015 | 06/2017 |
| Charles Schwab & Co., Inc. | Huntersville | NC | 07/2017 | 04/2021 |
| Charles Schwab Bank | Huntersville | NC | 07/2017 | 04/2021 |
| Edward Jones | St. Louis | MO | 04/2021 | 06/2021 |
| Unemployed | Huntersville | NC | 06/2021 | 07/2021 |
| Valic Financial Advisors, Inc. | Greensboro | NC | 07/2021 | 06/2022 |
| Fidelity Investments | Westlake | TX | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-24 |
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