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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | 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 |
|---|---|---|---|---|
| U.S. Navy Reserve | Salt Lake City | UT | 09/2016 | Present |
| U.S.NAvy Active Duty | Fort Meade | MD | 02/2011 | 09/2016 |
| Izar Capital | Washington,D.C. | WA | 05/2017 | 08/2017 |
| Morgan Stanley | Baltimore | MD | 06/2018 | 08/2018 |
| Altman Vilandrie | Boston | MA | 06/2019 | 08/2019 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-03 |
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