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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Womelsdorf, PA • United States
2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Reading | PA | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 11/2022 |
| Walmart | Ephrata | PA | 09/2020 | 12/2020 |
| Fidelity Investments | Robesonia | PA | 11/2022 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Fidelity Brokerage Services Llc | Robesonia | PA | 03/2026 | Present |
| Strategic Advisers Llc | Robesonia | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-24 |
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