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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
Philadelphia, PA • United States
1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States
2 disclosure categories 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. | Philadelphia | PA | 05/2016 | 12/2016 |
| Stillwell Financial Advisors | Philadelphia | PA | 05/2016 | 12/2016 |
| Nylife Securities Llc | Bala Cynwyd | PA | 05/2017 | 11/2019 |
| New York Life Insurance Compnay | Bala Cynwyd | PA | 03/2017 | 11/2019 |
| Unemployed | Philadelphia | PA | 01/2017 | 03/2017 |
| Howard University | Washington | DC | 08/2013 | 12/2016 |
| Unemployed | Philadelphia | PA | 12/2019 | 02/2020 |
| Piedmont Airlines | Philadelphia | PA | 02/2020 | 04/2021 |
| Unemployed | Philadelphia | PA | 04/2021 | 05/2021 |
| Fidelity Investments | Philadelphia | PA | 05/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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