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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Philadelphia, PA • United States
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 05/2021 | 03/2022 |
| Revolution Financial Management | Long Island | NY | 03/2020 | 05/2020 |
| Achievement First Network Support | Brooklyn | NY | 07/2020 | 09/2020 |
| Robeco Institutional Asset Management | New York | NY | 01/2020 | 01/2020 |
| Swarthmore College | Swarthmore | PA | 08/2016 | 05/2020 |
| Unemployed | Brooklyn | NY | 09/2020 | 05/2021 |
| Swarthmore College | Swarthmore | PA | 09/2017 | 05/2020 |
| Self Employed E-Commerce | Philadelphia | PA | 02/2018 | 03/2022 |
| Fidelity Investments | Philadelphia | PA | 03/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-04 |
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