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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| WV | RA | APPROVED | 2026-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Virginia University | Morgantown | WV | 01/2026 | 04/2026 |
| Peaceful Glen Llc | Morgantown | WV | 01/2026 | 04/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Morgantown | WV | 08/2014 | 03/2025 |
| Tiaa | Morgantown | WV | 08/2014 | 03/2025 |
| Fidelity Investments | Charleston | WV | 04/2026 | Present |
| Unemployed | Morgantown | WV | 03/2025 | 12/2025 |
OBA-129623|OrgNmn:Peaceful Glen LLC|Org Addr:Morgantown,West Virgi,US|OBA Nature:I hold 84 acres of land in the|Invst Rel:Y|Title:Sole Proprietor|Duties:None unless I decide to sell timber or register the property to sell carbon credits.|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
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