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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
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
Philadelphia, PA • 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 Bank, Na | Philadelphia | PA | 10/2015 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2018 | 09/2021 |
| Amazon | Breinigsville | PA | 09/2017 | 11/2017 |
| Fidelity Investments | King Of Prussia | PA | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-63328|OrgNmn:Dhad LLC|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:Retail clothing and family ser|Invst Rel:N|Title:Officer|Duties:Manage business operations and marketing to increase clients and market exposure in order to drive sales of products and services|StrtDt:05-29-19|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-05 |
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