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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
8411 Preston Road Suite 130, Dallas, TX 75225-5521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 06/2017 | Present |
| Mint Dj Events | State College | PA | 09/2016 | 05/2017 |
| Northwestern Mutual | Pittsburgh | PA | 05/2015 | 05/2017 |
| Img Learfield Ticket Solutions | State College | PA | 01/2017 | 03/2017 |
| The Pennsylvania State University | University Park | PA | 06/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-26 |
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