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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States
Conshohocken, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2018 | 09/2022 |
| P&G Associates | East Brunswick | NJ | 03/2018 | 07/2018 |
| New Jersey Chamber Of Commerce | Trenton | NJ | 06/2017 | 01/2018 |
| Falco Design | East Brunswick | NJ | 09/2015 | 05/2017 |
| West Chester University | West Chester | PA | 08/2013 | 05/2017 |
| Blackrock | Wilmington | PA | 09/2022 | 02/2024 |
| Fidelity Investment | Villanova | PA | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-17 |
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