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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-11-03 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 03/2021 | 10/2022 |
| Aramark Food And Uniform Service | Philadelphia | PA | 07/2018 | 06/2020 |
| Philadelphia Cricket Club | Flourtown | PA | 05/2018 | 07/2018 |
| Bloomsburg University Of Pennsylvania | Bloomsburg | PA | 08/2013 | 05/2018 |
| Unemployed | Fort Myers | FL | 07/2020 | 03/2021 |
| Fidelity Investments | Fort Myers | FL | 10/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-05 |
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