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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-31 |
Branch Locations
Two Contra Way, Merrimack, NH 03054-4334 • United States
1520 Main St Ste 201, Warrington, PA 18976-3406 • United States
Horsham, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Philadelphia | PA | 09/2018 | 10/2018 |
| Holy Redeemer Lafayette | Philadelphia | PA | 12/2011 | 09/2018 |
| Temple University | Philadelphia | PA | 09/2013 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 10/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2018 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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