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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc | Warminster | PA | 04/2019 | 06/2019 |
| The Hershey Lodge | Hershey | PA | 04/2017 | 04/2019 |
| Troegs Brewing Company | Hershey | PA | 04/2015 | 04/2017 |
| First Allied Securities, Inc. | San Diego | CA | 06/2019 | 04/2021 |
| First Allied Advisory Services, Inc. | San Diego | CA | 12/2019 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 04/2021 |
| Unemployed | Palmyra | PA | 04/2021 | 06/2021 |
| Fedex Freight | Middletown | PA | 06/2021 | 01/2023 |
| Fidelity Investments | Clearwater | FL | 02/2023 | Present |
| The Pennsylvania State University | ?Middletown | PA | 08/2014 | 12/2018 |
| Turner Wealth Advisors | Hershey | PA | 05/2018 | 11/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-21 |
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