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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-20 |
| DC | RA | APPROVED | 2025-12-09 |
| MD | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 01/2015 | 11/2017 |
| Ann Taylor/Loft | Towson | MD | 08/2013 | 11/2017 |
| Prudential Insurance Comapny Of America | Brooklyn | NY | 11/2017 | 07/2019 |
| Prudential Investment Management Services Llc | Brooklyn | NY | 11/2017 | 07/2019 |
| Equinox | New York | NY | 12/2018 | 09/2020 |
| New York Life Insurance Company | Bethesda | MD | 10/2020 | 09/2021 |
| Nylife Securities Llc | Bethesda | MD | 12/2020 | 09/2021 |
| Fidelity | King Of Prussia | PA | 10/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-64043|OrgNmn:Dionnie Speaks LLC|Org Addr:Brooklyn,Connecticu,US|OBA Nature:Writing Services and Speaker|Invst Rel:N|Title:Sole Proprietor|Duties:I am the owner of Dionnie Speaks LLC. I am responsible for the blog content, retail shop and writing services. |StrtDt:06-30-20|TotHrs/mon:20|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-04 |
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