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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 |
Branch Locations
Philadelphia, PA • United States
100 Howe Drive, Covington, KY 41015-5000 • United States
1520 Main St Ste 201, Warrington, PA 18976-3406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kohl'S | Forest Hill | MD | 11/2020 | 08/2021 |
| Tutto Fresco | Forest Hill | MD | 05/2018 | 11/2019 |
| Staples | Belair | MD | 05/2019 | 05/2020 |
| Student | Tallahassee | FL | 08/2016 | 05/2018 |
| Student | Towson | MD | 08/2018 | 12/2020 |
| Equitable Advisors Llc | New York | NY | 06/2021 | 02/2022 |
| Fidelity Investments | Covington | KY | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-19 |
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