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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 | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States
Cranberry Township, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2020 | 11/2021 |
| Deer Lakes School District | Cheswick | PA | 11/2019 | 01/2020 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2016 | 04/2019 |
| Uber Driver | Gibsonia | PA | 05/2019 | 10/2019 |
| Dunham's Sports | Gibsonia | PA | 06/2016 | 10/2016 |
| Deer Lakes School District | Cheswick | PA | 01/2017 | 06/2017 |
| Fidelity Investments | Gibsonia | PA | 12/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-106497|OrgNmn:Fennell Brothers Baseball|Org Addr:Zelienople,Pennsylvan,US|OBA Nature:Baseball Training and Lessons |Invst Rel:N|Title:Employee|Duties:Train and help kids grow in the game of baseball|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-28 |
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