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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1725 Duke Street Suite Gr05, Alexandria, VA 22314-3457 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Alexandria | VA | 06/2021 | Present |
| Aston Carter | Arlington | VA | 12/2019 | 05/2021 |
| Bethany Beach Patrol | Bethany Beach | DE | 05/2013 | 09/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-130836|OrgNmn:Bethany Beach Patrol|Org Addr:Bethany Be,Delaware,US|OBA Nature:Local Town Association|Invst Rel:N|Title:Ocean Lifeguard|Duties:Lifeguarding on beach|StrtDt:06-13-26|TotHrs/mon:24|TrdHrs/mon:0|OBA-127293|OrgNmn:Bethany Beach Patrol Alumni Board|Org Addr:Bethany Be,Delaware,US|OBA Nature:Beach Patrol Alumni Board|Invst Rel:N|Title:Board Member|Duties:Review scholarship applicants and award scholarship annually. Organiza fundraisers and beach patrol reunions/networking events.|StrtDt:03-16-26|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-02 |
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