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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| MD | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command | Fort Worth | TX | 08/2020 | 04/2021 |
| University Of Southern Mississippi | Hattiesburg | MS | 08/2019 | 03/2022 |
| Mallory Feraci Events | New Orleans | LA | 07/2018 | 08/2020 |
| University Of Southern Mississippi | Long Beach | MS | 08/2018 | 08/2019 |
| St. Bernard Parish School Board | Chalmette | LA | 12/2016 | 05/2018 |
| Sucre | New Orleans | LA | 01/2016 | 11/2016 |
| University Of New Orleans | New Orleans | LA | 06/2014 | 12/2016 |
| First Command Brokerage Services | Fort Worth | TX | 04/2021 | 01/2022 |
| First Command Advisory Services, Inc | Fort Worth | TX | 04/2021 | 01/2022 |
| First Command Insurance Services | Fort Worth | TX | 04/2021 | 01/2022 |
| Fidelity Investments | Dublin | CA | 02/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-30 |
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