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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-24 |
| TX | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Ardmore | PA | 07/2024 | 03/2025 |
| Fidelity Investments | Exton | PA | 01/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 12/2018 | 03/2021 |
| Td Private Client Wealth Llc | Royersford | PA | 03/2025 | 12/2025 |
| Td Bank N.A. | Royersford | PA | 03/2025 | 12/2025 |
| Citizens Securities Inc. | Fort Washington | PA | 02/2022 | 07/2024 |
| Penn State University | State College | PA | 08/2014 | 05/2018 |
| Scully Welding Supply | Collingdale | PA | 05/2013 | 12/2018 |
| Citizens Securities, Inc | Providence | RI | 03/2021 | 02/2022 |
| Axa Advisors, Llc | New York | NY | 12/2018 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-04 |
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