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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-31 |
Branch Locations
Royal Oak, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Group | San Antonio | TX | 08/2019 | 04/2020 |
| University Of Vermont | Burlington | VT | 08/2014 | 05/2018 |
| Capital Group | San Antonio | TX | 04/2020 | 01/2021 |
| Capital Group | San Antonio | TX | 01/2021 | 01/2023 |
| Capital Group | San Antonio | TX | 01/2023 | 02/2024 |
| Unemployed | Baldwin | MD | 08/2016 | 06/2017 |
| Unemployed | Baldwin | MD | 08/2017 | 08/2018 |
| Tic Gums Inc. | Md | MD | 06/2017 | 08/2017 |
| Capital Group | In | IN | 08/2018 | 08/2019 |
| Fidelity Investments | Troy | MI | 02/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-19 |
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