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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
Palm Beach Gardens, FL • United States
3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Joseph's University | Philadelphia | PA | 08/2015 | 05/2019 |
| Vivint Solar | Manahawkin | NJ | 05/2019 | 07/2019 |
| Penn Mutual Life Insurance Company | Horsham | PA | 12/2019 | 07/2022 |
| Unemployed | Lincoln University | PA | 08/2019 | 12/2019 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 08/2021 | 07/2022 |
| Fidelity Investments | Palm Beach Gardens | FL | 07/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
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