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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbia | MD | 05/2006 | 03/2018 |
| Revolution Events And Production | Baltimore | MD | 10/2018 | 02/2019 |
| Transamerica Life Insurance Company | Takoma Park | MD | 02/2019 | 08/2021 |
| Unemployed | Takoma Park | MD | 04/2018 | 09/2018 |
| Transamerica Investors Securities Corporation | Takoma Park | MD | 02/2019 | 08/2021 |
| Fidelity Investments | King Of Prussia | PA | 08/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
| S66 | Uniform Combined State Law Examination | 2005-04-15 |
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