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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-04-08 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States
Wilmington, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 04/2019 | Present |
| Neff Living | Dania Beach | FL | 01/2018 | 06/2018 |
| Saint Joseph's University Media Services | Philadelphia | PA | 06/2016 | 05/2017 |
| Philadelphia Union | Chester | PA | 08/2016 | 12/2016 |
| Saint Joseph's University | Philadelphia | PA | 08/2013 | 05/2017 |
| N/A | N/A | MA | 05/2017 | 01/2018 |
| N/A | N/A | MA | 06/2018 | 04/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-08 |
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