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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Francisco | CA | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 02/2019 |
| Lincoln Financial Advisors | Glen Allen | VA | 02/2019 | 01/2020 |
| Janney Montgomery Scott Llc | Richmond | VA | 01/2020 | 01/2022 |
| Fidelity Investments | Richmond | VA | 01/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-129038|OrgNmn:Siciluna|Org Addr:Chesapeake,Virginia,US|OBA Nature:Design objects that can be cre|Invst Rel:N|Title:Sole Proprietor|Duties:create designs or logos using graphic design tools|StrtDt:06-01-26|TotHrs/mon:8|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-22 |
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