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530 William Penn Place, Pittsburgh, PA 15219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-25 |
Branch Locations
1020 8Th Avenue S, Suite 5, Naples, FL 34102 • United States
530 William Penn Place, Pittsburgh, PA 15219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Hingham | MA | 05/2015 | 01/2019 |
| Fidelity Investments | Hingham | MA | 01/2019 | 04/2021 |
| Fidelity Investments | Hingham | MA | 04/2021 | 01/2023 |
| Cookson Peirce & Co., Inc. | Pittsburgh | PA | 01/2024 | Present |
| Income Research + Management | Boston | MA | 01/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-17 |
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