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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
100 Howe Drive, Covington, KY 41015-5000 • United States
Hanover, MD • United States
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Effectv | Towson | MD | 08/2018 | 04/2020 |
| Teksystems | Hanover | MD | 02/2014 | 05/2018 |
| Unemployed | Ellicott City | MD | 05/2018 | 08/2018 |
| Unemployed | Ellicott City | MD | 05/2020 | 07/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2020 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Ellicott City | MD | 07/2020 | 06/2021 |
| Fidelity Investments | Baltimore | MD | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-29 |
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