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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shoprite | Bethlehem | PA | 06/2015 | 06/2018 |
| Northwestern Mutual | Philadelphia | PA | 05/2019 | 07/2019 |
| Penn State Lehigh Valley | Center Valley | PA | 08/2016 | 12/2017 |
| Temple University | Philadelphia | PA | 01/2018 | 05/2020 |
| Constellation Culinary | Philadelphia | PA | 08/2018 | 06/2022 |
| Valic Financial Advisors, Inc | Berkeley Heights | NJ | 07/2020 | 05/2022 |
| Lighthouse Planning Consultants | Cherry Hill | NJ | 08/2019 | 03/2020 |
| Sam's Club | Easton | PA | 06/2017 | 08/2017 |
| Fidelity Investments | Philadelphia | PA | 06/2022 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-109321|OrgNmn:YMCA sports league official |Org Addr:Charlotte ,North Caro,US|OBA Nature:Sports offical for YMCA league|Invst Rel:N|Title:Sports league official |Duties:To ref local soccer and basketball leagues|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-96818|OrgNmn:Turo|Org Addr:charlotte ,North Caro,US|OBA Nature:Renting my car out in my free |Invst Rel:N|Title:Turo Car Owner|Duties:Have my car avaivble for when potential customers may need it. |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-11 |
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