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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-06 |
| PA | RA | APPROVED | 2025-10-06 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
Kennett Square, PA • United States
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Philadelphia | PA | 03/2020 | 09/2025 |
| Penn State University | University Park | PA | 08/2015 | 12/2019 |
| Mad Mex Happy Valley | State College | PA | 08/2018 | 02/2020 |
| The Heights At State College | State College | PA | 08/2018 | 08/2018 |
| Everingham & Kerr Inc. | Mt. Laurel | NJ | 05/2018 | 08/2018 |
| Kennett Ymca | Kennett Square | PA | 06/2017 | 08/2017 |
| United Parcel Service | Middletown | PA | 08/2016 | 02/2017 |
| Tycos General Contracting | Wilmington | DE | 06/2019 | 11/2019 |
| Bank Of America | Philadelphia | PA | 06/2020 | 09/2025 |
| Fidelity Investments | Greenville | DE | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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