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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED_RES | 2025-07-31 |
| OH | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hub Group | Pittsburgh | PA | 07/2017 | 09/2018 |
| Verizon Wireless | Monaca | PA | 06/2014 | 05/2017 |
| Citizens Securities, Inc | Canton | MA | 09/2018 | 12/2019 |
| Citizens Bank | Sewickley | PA | 09/2018 | 12/2019 |
| Edward Jones | St.LOuis | MO | 12/2019 | 02/2020 |
| Td Ameritrade | Pittsburgh | PA | 05/2020 | 12/2020 |
| Pnc Investments | Pittsburgh | PA | 12/2020 | 04/2024 |
| Unemployed | Beaver | PA | 05/2017 | 07/2017 |
| Unemployed | Beaver | PA | 02/2020 | 05/2020 |
| Unemployed | Beaver | PA | 10/2020 | 12/2020 |
| Unemployed | Beaver | PA | 02/2020 | 05/2020 |
| Fidelity Investments | Cincinnati | OH | 04/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-10 |
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