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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Malvern | PA | 08/2021 | 02/2023 |
| Child Guidance Resource Centers | Philadelphia | PA | 08/2019 | 08/2021 |
| Bluebird Aba | Elkins Park | PA | 02/2021 | 06/2021 |
| Chestnut Hill College | Philadelphia | PA | 05/2018 | 08/2020 |
| Northern Children's Services | Philadelphia | PA | 06/2018 | 12/2019 |
| Special Persons In The Northeast (Spin) | Philadelphia | PA | 09/2016 | 04/2018 |
| Fidelity Investments | Villanova | PA | 03/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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