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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
Alexandria, VA • United States
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Kent School | Kent | CT | 08/2013 | 05/2017 |
| College Of Charleston | Charleston | SC | 08/2017 | 05/2021 |
| Tech Painting | Alexandria | VA | 05/2018 | 08/2018 |
| Montessori School Of Northern Virginia | Annandale | VA | 05/2019 | 08/2019 |
| College Movers | Charleston | SC | 09/2020 | 04/2021 |
| Fidelity Investments | Tysons Corner | VA | 06/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-02 |
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