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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | 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 |
|---|---|---|---|---|
| Advised Assets Groups, Llc | Greenwood Village | CO | 10/2021 | 08/2023 |
| Bloomsburg University | Bloomsburg | PA | 06/2014 | 05/2018 |
| Fidelity Investments | Las Vegas | NV | 05/2024 | Present |
| Unemployed | Las Vegas | NV | 08/2023 | 05/2024 |
| Lakisha Hanes | Collegeville | PA | 12/2017 | 05/2018 |
| Bloomsburg University | Bloomsburg | PA | 03/2015 | 12/2017 |
| Unemployed | Malvern | PA | 01/2019 | 08/2019 |
| The Vanguard Group, Inc. | Malvern | PA | 07/2018 | 01/2019 |
| Berkshire Hathaway Nevada Home Services | Las Vegas | NV | 08/2019 | 04/2020 |
| Unemployed | Phoenixville | PA | 05/2018 | 07/2018 |
| Gwfs Equities, Inc | Greenwood Village | CO | 10/2021 | 08/2023 |
| Edward Jones | St.LOuis | MO | 04/2020 | 10/2021 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-19 |
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