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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-07 |
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Camp Hill | PA | 06/2020 | 11/2020 |
| Student | Amherst | NY | 06/2013 | 05/2017 |
| Student | Charleston | IL | 06/2017 | 05/2018 |
| Allied Universal | York | PA | 09/2018 | 01/2019 |
| Csl Plasma | York | PA | 06/2019 | 02/2020 |
| Johnson Controls | York | PA | 07/2018 | 09/2018 |
| Unemployed | York | PA | 03/2020 | 06/2020 |
| Professional Indoor Football | New York | NY | 02/2019 | 06/2019 |
| Unemployed | York | PA | 11/2020 | 03/2021 |
| Fidelity Investments | Merrimack | NH | 04/2021 | 06/2022 |
| Delaware Distributors, L.P. | Philadelphia | PA | 06/2022 | 08/2024 |
| Fidelity Investments | York | PA | 04/2025 | Present |
| Frito Lay | York | PA | 09/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-15 |
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