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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T Rowe Price | Owings Mills | MD | 05/2016 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 05/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | MD | 12/2018 | 04/2021 |
| Bank Of America, N.A. | Columbia | MD | 12/2018 | 04/2021 |
| Unemployed | Timonium | MD | 04/2018 | 05/2018 |
| Unemployed | Timonium | MD | 08/2018 | 12/2018 |
| Fidelity Investments | Timonium | MD | 04/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-11 |
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