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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-31 |
| PA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
West Chester, PA • United States
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
West Chester, PA • United States
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | King Of Prussia | PA | 02/2019 | Present |
| Jacobs Telecommunications | King Of Prussia | PA | 09/2016 | 02/2019 |
| Executive Health Resources | Newtown Square | PA | 03/2013 | 09/2016 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-31 |
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