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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Diamond Sports Network | Elysburg | PA | 08/2016 | 02/2018 |
| Lourdes Regional School | Coal Township | PA | 01/2010 | 06/2018 |
| Generational Transfer Entrepreneurs | Pittsburgh | PA | 01/2019 | 04/2019 |
| University Of Pittsburgh | Pittsburgh | PA | 07/2018 | 04/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2020 | 10/2022 |
| Northwestern Mutual Investment Services Llc | Pittsburgh | PA | 06/2021 | 10/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2022 | 10/2022 |
| Fidelity Investments | Covington | KY | 11/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
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