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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 08/2014 | 05/2018 |
| Unemployed | Cincinnati | OH | 08/2017 | 06/2018 |
| Fidelity Investments | Tysons Corner | VA | 05/2024 | Present |
| Fidelity Investments | Cincinnati | OH | 06/2017 | 08/2017 |
| Unemployed | Alexandria | VA | 03/2023 | 05/2024 |
| Fidelity Investments | Chicago | IL | 06/2018 | 03/2023 |
| Unmployed | Cincinnati | OH | 08/2016 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
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