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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Alexandria, VA • United States
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resource 1, Inc. | Norfolk | VA | 11/2013 | 09/2016 |
| Empower Retirement | Baton Rouge | LA | 09/2016 | 08/2017 |
| Raymond James Financial Services, Inc./Bcw Financial Consultants | Neptune Beach | FL | 09/2017 | 03/2019 |
| Morgan Stanley | Ponte Vedra | FL | 04/2019 | 07/2019 |
| Morgan Stanley | Bethesda | MD | 03/2021 | 05/2021 |
| Unemployed | London | 09/2019 | 02/2021 | |
| Bogart Wealth | Mcclean | VA | 05/2021 | 10/2021 |
| Fidelity Investments | Reston | VA | 03/2022 | Present |
| Unemployed | Reston | VA | 11/2021 | 03/2022 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-05 |
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