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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
One Destiny Way, Westlake, TX 76262-8103 • United States
Fort Worth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | West Lake | TX | 06/2021 | Present |
| Washington And Jefferson College | Washington | PA | 08/2017 | 05/2021 |
| Windermere Preparatory High-School | Windermere | FL | 08/2013 | 05/2017 |
| O'COnnell Law Group, Llc | Carnegie | PA | 08/2020 | 06/2021 |
| Washington County Court House | Washington | PA | 06/2020 | 08/2020 |
| 84 Lumber | Bridgeville | PA | 06/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-13 |
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