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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 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 01/2016 | 05/2017 |
| Bank Of America, N.A. | Vienna | VA | 06/2016 | 05/2017 |
| Fidelity Brokerage Services Llc | Reston | VA | 05/2017 | 12/2018 |
| E*Trade Capital Management, Llc | Washington | DC | 01/2019 | 03/2020 |
| Fidelity Investments | Alexandria | VA | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-15 |
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